Client Service Officer
18 ore fa
The Client Service Officer will provide administrative and operational support to our Wealth Managers in managing high net worth individuals and ultra high net worth individuals.
- Provide administrative support including handling telephone calls, managing emails and mail.
- Support Wealth Managers in the preparation of client meetings, including ensuring compliance of client files, portfolio situations, reports, and sales documentation.
- Respond promptly to client queries regarding account history and information accessible in the bank's internal system and financial instruments.
- Enter account opening and closing operations into the system.
- Ensure the correct and efficient execution of client instructions and Wealth Manager requests.
- Follow up on transaction settlements.
- Monitor client accounts daily and inform Wealth Managers of any notable events.
- Prepare standard or customized reports for clients with Wealth Manager approval.
- Conduct internal control system checks, including debit balances, deposits, previous day's transactions, overruns, and credit reviews.
- Participate in credit application preparation and periodic credit dossier reviews.
- Perform Know Your Customer (KYC) processes and regularly verify client file compliance with regulations and procedures.
The role involves extensive telephone contact with clients, developing commercial support relationships, and administering client activities with Indosuez. The position also involves regular contact with central teams of the parent company in Luxembourg.
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