Client Service Officer M/F
4 settimane fa
The main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients. The main activities carried out by the resource are listed below:
Provide administrative support including handling telephone calls, managing e-mails and mailSupport Wealth Managers in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening)Respond promptly to client queries regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system and/or on the various financial instruments, with a constant concern for quality and personal serviceEnter account opening and/or closing operations into the systemEnsure the correct and efficient execution of instructions received from clients and/or WMs (cash, securities, foreign exchange, deposit operations, etc.)Follow up on the settlement of transactionsEnsure the daily monitoring of client accounts and inform the Wealth Manager of any particular eventPrepare standard or customised reports for clients with the approval of theWealth ManagerCheck all listings as part of the internal control system (debit balances, deposits, previous day's transactions, overruns, credit reviews)Participate in the preparation of credit application and periodic reviews of credit dossierPerform KYC processes and regularly check the compliance of client files with the regulations and procedures in force (KYC, AML)The role involves extensive telephone contact with clients, the development of commercial support relationships with them and the careful administration of their activities with Indosuez. The position is also characterised by constant contact with the central teams of the parent company (in Luxembourg).
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Client Service Officer M/F
2 settimane fa
Milano, Italia Crédit Agricole Group A tempo pienoThe main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients. The main activities carried out by the resource are listed below: Provide administrative support including handling telephone calls, managing e-mails and mail Support Wealth Managers in the preparation of client meetings (i.e....
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Inside Sales
4 settimane fa
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Bim Specialist
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Agent de Service Client
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H&m Facility Manager
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Lead Analyst, Client Service
1 mese fa
Milano, Italia BNY Mellon A tempo pienoOverview The Client Service Officer position is a role responsible for servicing clients across different market segments and/or regions with multiple countries and languages. As The Client Service Officer (CSO), you will serve as the main contact for inquiries and will manage different types of investigations and inquiries including resolutions on the...
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Milano, Italia Orienta A tempo pienoOrienta Spa, agenzia per il lavoro filiale di Milano via Giotto, ricerca con urgenza per prestigiosa università un/a: **CUSTOMER SERVICE RELATION OFFICER con buona conoscenza della lingua INGLESE, orale e scritta.** La risorsa si occuperà di contattare telefonicamente e ricevere le chiamate di studenti internazionali orientandoli nella scelta dei corsi di...
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Receptionist (M/F)
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Lead Analyst, Client Service
1 mese fa
Milano, Italia The Bank of New York Mellon Corporation A tempo pienoThe Client Service Officer position is a role responsible for servicing clients across different market segments and/or regions with multiple countries and languages. As The Client Service Officer (CSO), you will serve as the main contact for inquiries and will manage different types of investigations and inquiries including resolutions on the specific...
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H&m Visual Merchandiser Manager
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Agent de Service Client
2 settimane fa
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Junior Client Service Officer
4 settimane fa
Milano, Italia Indosuez Wealth Management A tempo pienoDescription du poste - The main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients. The main activities carried out by the resource are listed below: - Support WMs in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports...
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Addetto/A Colazioni Categorie Protette
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Recruiting Day Manager
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Operatore Di Laboratorio
6 giorni fa
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Operational Client Support Officer
4 settimane fa
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Operational Client Support Officer
3 settimane fa
Milano, Italia Euronext A tempo pienoOperational Client Support Officer page is loaded Operational Client Support Officer Apply locations Milan time type Full time posted on Posted Yesterday job requisition id R15401 Key accountabilities • Act as the central point of contact of an allocated group of clients on operational matters and ensure an efficient incident management process and...
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Operational Client Support Officer
4 settimane fa
Milano, Italia Euronext A tempo pienoOperational Client Support Officer page is loaded Operational Client Support Officer Apply locations Milan time type Full time posted on Posted Yesterday job requisition id R15401 Key accountabilities • Act as the central point of contact of an allocated group of clients on operational matters and ensure an efficient incident management process and...
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Addetto Alle Pulizie
1 mese fa
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Magazziniere (M/F)
2 settimane fa
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