Customer Operations Analyst Job at EDP (Lisboa)

Know Your Customer Intermediate Operations Analyst

The KYC Operations Analyst 2 is an intermediate-level position responsible for A...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years of relevant experience
Experience in banking operations, preferably in the client account opening and pre-requirements process
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Conduct client profile reviews for customer accounts
Review all information and documentation ensuring compliance with local regulation and Citi standards
Update KYC forms and client profiles according to policy requirements
Follow up with clients to ensure information is received before due dates
Perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process
Assist with the development and execution of action planning for expiring records
Ensure records are not past due
Appropriately assess risk when business decisions are made
Drive compliance with applicable laws, rules and regulations
Adhere to Policy

Fulltime

Senior Support Operations Analyst

As a Senior Support Operations Analyst, you'll be the technical architect behind...

Location

United States

Salary:

111220.00 - 133422.00 USD / Year

Babylist

Expiration Date

Until further notice

Requirements

7+ years in Customer Support Operations, Business Intelligence/Analytics, or similar roles in high-growth, customer-facing environments
Strong analytical skills and operational instincts, with a track record of designing scalable processes that improve agent performance and user experience
Advanced SQL proficiency with experience writing complex queries, joins, and building data models for customer support analytics
3+ years hands-on experience with Zendesk (or Salesforce Service Cloud), including building automation, workflows, triggers, and API integrations
Proven track record implementing and optimizing AI chatbot platforms such as Sierra, Decagon, Forethought, Ada, or similar enterprise solutions
Expert-level proficiency building dashboards and reports in Sigma, Tableau, or PowerBI—able to work independently with minimal technical support
Experience integrating data across multiple systems and working with APIs
Experienced in building and maintaining reporting and performance analysis, including CSAT, cost per contact, and ROI-focused metrics
Proven ability to lead end-to-end change management for major tool rollouts and workflow changes, including stakeholder communication, training development, adoption tracking, and post-launch support
Familiar with AI support technologies and their practical integration into support systems (chatbots, knowledge base platforms)

Job Responsibility

Ensure high accuracy visibility into support performance through scalable tools (like dashboards) and internal reporting systems
Identify and work with our tech team to drive system improvements across the CS Tech stack (Zendesk, chatbots, phones platform)
Work cross-functionally with engineering, product, supply chain, and offshore support teams to identify root causes of user frustration and implement solutions
Partner with CS leadership to identify trends and key issues within our reporting frameworks and take active role in resolution
Support regular reporting cadences (weekly, monthly, quarterly), with summaries that guide cross-functional decisions
Surface actionable insights from data to support empathetic, user-centered decision-making and analyze trends across channels and issue types, supporting data-driven improvements to the support model
Drive adoption of AI-enabled workflows that reduce handle time and enhance support quality
Own and evolve self-service content, tools, and AI integrations such as Copilots and knowledge bases
Maintain ownership of CS-tools and vendor relationships, ensuring we operate on a modern, AI-enabled stack that supports scale, agent effectiveness, and automation—while optimizing for quality, usability, and value
Identify inefficiencies and recommend solutions that improve agent effectiveness and reduce user friction

What we offer

Competitive salary with equity and bonus opportunities
Company-paid medical, dental, and vision insurance
Retirement savings plan with company matching and flexible spending accounts
Generous paid parental leave and PTO
Remote work stipend to set up your office
Perks for physical, mental, and emotional health, parenting, childcare, and financial planning

Fulltime

Cs Operations Analyst

The CS Operations Analyst is a critical function responsible for driving efficie...

Location

Philippines , Makati City

Salary:

Not provided

Alida

Expiration Date

Until further notice

Requirements

Comfortable working both in an agile environment and/or with strong processes in place depending on the needs of the business
Advanced skills with Excel/Google Sheets is required (complex formulas, charting, pivot tables), along with basic proficiency with statistics and data analysis
Experience with Zendesk, Salesforce, AI tools, and business intelligence tools would be an asset
Growth mindset is a must: being proactive and eager to learn emerging and new technologies and skills while approaching challenges as opportunities for growth, and setbacks as valuable learning experiences
Minimum of 2+ years in equivalent or similar roles

Job Responsibility

Extract and analyze customer research programs and Alida platform data
Interpret data to identify trends and make recommendations based on the insights gathered
Have a high attention to detail for creating and populating customer-ready reports and presentation templates
Closely collaborate with stakeholders across the global Alida organization with a focus on the Customer Success and Customer Experience organization
Become proficient in Alida’s product suite, client-specific use cases, and industry best practices
Improve workflows within the CX Operations team which may include data analysis methodologies, presentation templates, and workflow enhancements
Coordinate ad-hoc projects by understanding scope of work, breaking down tasks, setting/prioritizing deadlines, and communicating delivery progress to stakeholders

What we offer

Amazing growth and learning opportunities with a fast-growing Canadian SaaS company that is a world leader in its industry
Best-in-class company paid benefits for you and your family
Recognized as one of the Best Workplaces™ in British Columbia for 2024 by Great Place to Work
Recognized in 2023 as one of the Best Workplaces for Women®
Recognized as a Top Employer by British Columbia's Top Employers 2023

Fulltime

External Service Operations Junior Analyst

The Identity Access Management Operations (IAM Ops) is a global organization wit...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

At least 1 year of relevant experience but fresh graduates are also welcomed
Excellent customer service orientation
Good verbal and written communication in English
Being able to learn to use numerous different systems on a basic level
Ability to set priorities
attention to details and work under pressure
Has to be able to endure monotonous work
Flexibility to work in various shifts

Job Responsibility

Create, modify, and delete user profiles in various systems
Reset passwords
enable IDs based on incoming client requests
Provide customer service via ticket management systems
Ensure corporate information security policies are followed
Possible shift-work including public holidays

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines

Fulltime

Customer Service Analyst

Entry-level position responsible for assisting in customer related activities an...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bilingual proficiency in Spanish and English (oral and written) required
additional European languages (e.g., Italian, German) preferred
Excellent verbal and written communication skills with proven experience in a business or financial environment
Superior investigative and analytical skills including ability to understand and interpret statistics and metrics
Proven ability in problem-solving and crisis management
Exceptional planning, organizational, time management, and prioritization skills
Highly accountable, self-reliant, and results-oriented with ability to influence stakeholders
Demonstrated experience in driving process improvements
Strong influencing and persuasion skills capable of engaging effectively with colleagues and clients

Job Responsibility

Manage portfolio of high-profile clients ensuring timely and professional resolution of all queries and issues
Proactively identify, investigate, and resolve client problems collaborating with internal teams and escalating when necessary
Drive client satisfaction through regular proactive engagement, calls, visits, and clear communication on critical updates
Provide and analyze client performance data (MIS/scorecards) to enhance productivity and promote self-service solutions
Initiate and support digitization projects focused on query reduction and increased adoption of self-service tools
Coordinate special transactions (e.g., mergers, acquisitions) and ensure adherence to all departmental standards, KPIs, and robust control environment
Maintain up-to-date knowledge of market and regulatory requirements impacting client portfolio
Ensure comprehensive logging and management of all client interactions within designated service tracking system
Provide comprehensive guidance and support to clients on both global and local payment procedures via phone and email
Act as language resource for Top 650 clients providing support in Spanish to facilitate effective communication and expedite issue resolution

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Benefits supporting well-being, living well and saving well
Inclusive workplace environment

Fulltime

Operations Analyst Graduate Programme

2-year rotational programme designed to give you depth and breadth of experience...

Location

Japan , Tokyo

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Undergraduate student with an anticipated graduation date between September 2026 - March 2027
Minimum GPA of 3.2
Customer-driven attitude
Ability to quickly adapt to change and learn new technologies
Passion for hunting out what’s new on the market and how it can improve what you do
Tech savvy, curious and creative disruptive approach
Ability for turning complex data into easily understood insights
Happy talking to anyone

Job Responsibility

Perform KYC tasks while following standard procedures related to Client Due Diligence and AML policies
Monitor real time transaction flow, trade updates and exception queues to ensure timely and accurate trade representation across systems
Work on incident, problem and change management issues to improve services across the bank
Support continuous improvement of the operational process and the development of best practices
Provide support for cleared derivatives, performing daily reconciliation of related fees
Undertake a range of complex customer and product related processing activities
Participate in training and development programs to enhance skills and knowledge

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning

Fulltime

HR Operations Support Analyst

HR Connect NAM Inquiry Management Specialist is an entry-level position responsi...

Location

Costa Rica , Heredia

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous relevant experience preferred
Proficient in Microsoft Office
Proven organization and time management skills
Demonstrated problem-solving and decision-making skills
Consistently demonstrates clear and concise written and verbal communication skills
Intermediate / High English level (writing and spoken)
Experience in customer service
Knowledge in Workday (desirable)
Knowledge in HR

Job Responsibility

Support case inquiry management team with case, live agent support and phone (Contact Center)
Serves as the instructor to our customer on the systems and self service options available for employees and managers
Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

Best-in-class benefits
Equal opportunity employer

Fulltime

Customer Support Technical Analyst

The Customer Service team provides support to our customers with a range of quer...

Location

United Kingdom , Theale (Reading)

Salary:

Not provided

Bottomline

Expiration Date

Until further notice

Requirements

2+ years working within a customer services environment or within Customer success in a SaaS environment
Experience of working within an omni-channel environment
Experience of case management within a CRM environment
Experience of multi-tasking whilst maintaining quality customer interactions
Able to work to within tight service level agreements
Able to operate in a team environment
Able to remain calm and professional under pressure
A logical and methodical approach to problem diagnosis and resolution
Resilient and self-motivated
A passion for technology with some experience of: Windows Server and Windows desktop operating systems

Job Responsibility

Assisting customers with a wide range of technical queries and providing efficient and accurate resolution
Managing queries in line within a structured case management discipline and achieving required Service Level Agreements
Working with other teams within the business to obtain resolution where you are not able to resolve the case independently
Building a knowledge base and continuous improvement of the content to support our internal teams and the customer
Providing our customers with the highest level of service to Delight them at each interaction
Responding to and resolving customer queries via phone, email, chat and the Bottomline customer care portal within set service level agreements
Updating and managing an accurate audit of each customer query within our Customer Record Management software
Managing multiple cases via a variety of communication channels at one time
Working within strict Service level Agreements
Communicating technical information in a customer friendly way

Fulltime

Customer Operations Analyst

EDP

Location:
Portugal , Lisboa

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 01, 2026

Expiration:
March 06, 2026

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