Client Service Officer

2 mesi fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno
About the Role

Indosuez Wealth Management is seeking a highly skilled and experienced Client Service Officer to join our team in Milan. As a Client Service Officer, you will play a critical role in providing administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI) clients.

Key Responsibilities
  • Provide administrative support to Wealth Managers, including handling client inquiries, managing client documentation, and ensuring compliance with regulatory requirements.
  • Support Wealth Managers in the preparation of client meetings, including ensuring that all necessary documents are in order and that client files are up-to-date.
  • Respond promptly to client queries regarding their account history and any information that can be consulted in the bank's internal system.
  • Enter account opening and closing operations into the system and ensure the correct and efficient execution of client instructions.
  • Follow up on the settlement of transactions and ensure that client accounts are monitored daily.
  • Prepare standard and customized reports for clients with the approval of the Wealth Manager.
  • Check all listings as part of the internal control system, including debit balances, deposits, previous day's transactions, overruns, and credit reviews.
  • Participate in the preparation of credit applications and periodic reviews of credit dossiers.
  • Perform Know Your Customer (KYC) processes and regularly check the compliance of client files with regulations and procedures in force.
Requirements
  • Bachelor's degree in economics, finance, or management.
  • 3-5 years of experience in the private banking or wealth management sector.
  • Good knowledge of anti-money laundering rules and related procedures.
  • Excellent communication and interpersonal skills.
  • Proactive approach and teamwork attitude.
  • Accuracy and sense of responsibility.
  • Good knowledge of MS Office (Word, Excel, Outlook).
  • Italian mother tongue, English fluent, French desirable.

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