Client Service Officer M/F

1 mese fa

Milan, Italia Indosuez Wealth Management A tempo pieno

Job summary

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 mail Support 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 service Enter account opening and/or closing operations into the system Ensure 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 transactions  Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event Prepare standard or customised reports for clients with the approval of the Wealth Manager Check 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 dossier Perform 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).

Supplementary Information

 About Indosuez:

Indosuez Wealth (Europe), Italy Branch" is the Italian branch of CA Indosuez Wealth (Europe) S.A. , with offices based in Milano, Torino, Padova and Roma.

Position location

Geographical area

Europe, Italy, Lombardy, Milan

City

MILANO

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

A bachelors degree in economics, finance or management will be considered a plus

Level of minimal experience

3-5 years

Experience

A previous experience in the Private Banking / Wealth Management sector will be considered a plus.

Good knowledge of the different types of operations (cash, securities, foreign exchange, credit, etc.).

Good knowledge of anti-money laundering rules and related procedures (AML/KYC)

Required skills

Confidentiality Good communication and interpersonal skills Proactive approach Teamwork attitude Accuracy Sense of responsibility

Technical skills required

Good knowledge of MS Office (Word, Excel, Outlook)

Languages

Italian mothertongue, English fluent, French is desirable

  • Client Service Officer M/F

    3 giorni fa

    Milan, Italia Crédit Agricole Group A tempo pieno

    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 mail Support Wealth Managers in the preparation of client meetings (i.e....

  • Client Service Officer M/F

    4 settimane fa

    Milan, Italia Indosuez Wealth Management A tempo pieno

    Description 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: Provide administrative support including handling telephone calls, managing e-mails and mail Support Wealth Managers in the preparation...

  • Técnico Service Per Impianti a Fune

    4 settimane fa

    Milan, Italia LEITNER A tempo pieno

    Rafforza il nostro team come **TECNICO SERVICE PER IMPIANTI A FUNE (F/M/D)** presso la sede di Vipiteno o Leinì Sei responsabile **dell'ispezione e della manutenzione** dei nostri sistemi di trasporto a fune nazionali e all'estero. La tua principale attività in questa funzione riguarderà la **manutenzione** **dei componenti meccanici e idraulici **delle...

  • Customer Service Officer

    23 ore fa

    Milan, Italia SUN PHARMA A tempo pieno

    SUN Pharma is looking for an enthusiastic Customer Service Officer for our office in Milan. As a Customer Service Officer you will play a pivotal role in ensuring a seamless delivery of our pharmaceutical products to our valued customers in Italy. As a key liaison you will be responsible for managing and supporting customers to the highest standards. Your...

  • Junior Client Service Officer M/F

    1 mese fa

    Milan, Italia Indosuez Wealth Management A tempo pieno

    Description 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,...

  • Junior Client Service Officer M/F

    4 settimane fa

    Milan, Italia Indosuez Wealth Management A tempo pieno

    Job summary 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 and/or...

  • Quality Technician for Customer Service

    4 settimane fa

    Milan, Italia LEITNER A tempo pieno

    Rafforza il nostro team come **QUALITY TECHNICIAN (F/M/D)** presso la sede di Leini Sarai responsabile del **monitoraggio** e del **controllo** delle attività svolte **in officina** e della **revisione** dei **componenti di sicurezza** in collaborazione con i nostri **fornitori**. Inoltre avrai cura dell’**elaborazione** **delle procedure** e delle...

  • Account Clienti Corporate

    4 settimane fa

    Milan, Italia Unipol Gruppo A tempo pieno

    Al momento, per la nostra sede di Porta Romana (Mi) siamo alla ricerca di un: Account Clienti Corporate (m/f/d) La risorsa sarà inserita all’interno del team Corporate, al fine supportare tecnicamente sui grandi rischi, la rete sulle seguenti attività: Supportare il presidio e lo sviluppo del business Corporate attraverso il canale agenziale nella...

  • Operational Client Support Officer

    3 giorni fa

    Milan, Italia Euronext A tempo pieno

    Operational Client Support Officer page is loadedOperational Client Support OfficerApplylocationsMilantime typeFull timeposted onPosted Yesterdayjob requisition idR15401Key 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 escalate issues in...

  • Contabile Junior e Senior

    2 giorni fa

    Milan, Italia Rödl & Partner GmbH A tempo pieno

    Premi Tab per spostarti e passare al collegamento contenuto Contabile Junior e Senior (m/f/d) anche con padronanza della lingua tedescaRödl & Partner è alla ricerca di candidati che siano più che semplici collaboratori: professionisti altamente qualificati e con ottime capacità di relazionarsi direttamente con i clienti, dotati di spirito d’iniziativa...

  • Support Front Officer Intern – M/WInternshipMilano, Italy

    4 settimane fa

    Milan, Italia Société Générale Assurances A tempo pieno

    Support Front Officer Intern – M/W Internship|Milano|Others Support Front Officer Intern – M/W Milano, Italy Internship Others Responsibilities As a key pillar of the Société Générale Group’s universal banking model, SG CIB supports the economy by playing a key intermediary role, offering broad market access to issuers...

  • Receptionist (f/m/d)

    3 settimane fa

    Milan, Italia MEININGER Hotels A tempo pieno

    Receptionist (f/m/d) MEININGER Milano Lambrate Full-time Are you a people person who wants to create and share memorable experiences with our guests? MEININGER Milano Lambrate is looking for a full-time receptionist (f/m/d). MEININGER Hotels. Redefining hybrid hospitality. Where the comforts of a hotel meet the special facilities of a hostel. We run more...

  • Client Service and Transaction Officer

    1 mese fa

    Milan, Italia 0896 Deutsche Bank Società per Azioni A tempo pieno

    Description : Overview: Trust and Agency Services in Italy provides Trustee and Agency services to Corporate and Financial Institution issuers for short and long-term debt issuances and financings, with a focus on structured finance, conventional debt, project finance and specialized services such as business escrows.  The candidate we are looking...

  • Regional Head of Trade Management Europe

    3 giorni fa

    Milan, Italia Hitachi Automotive Systems Americas, Inc. A tempo pieno

    Regional Head of Trade Management Europe (f/m/d) page is loadedRegional Head of Trade Management Europe (f/m/d)ApplylocationsMilan, Lombardy, ItalyKrakow, Lesser Poland, PolandBaden, Aargau, SwitzerlandSundsvall, Vasternorrland County, SwedenLudvika, Ludvika, Swedentime typeFull timeposted onPosted Yesterdayjob requisition idR0048496Location: Milan,...

  • Addetto Vendita Polivalente

    3 giorni fa

    Milan, Italia MAISONS DU MONDE ITALIE A tempo pieno

    Addetto Vendita Polivalente (m/f) Categorie protette L. 68/99 page is loadedAddetto Vendita Polivalente (m/f) Categorie protette L. 68/99Applylocations20124 Milanotime typePart timeposted onPosted 22 Days Agojob requisition idR7550CDD (Fixed Term)Maisons du Monde par son ADN historique et sa raison d’être récente est une entreprise singulière et...

  • Receptionist (f/m/d)

    1 settimana fa

    Milan, Italia Meininger Hotels A tempo pieno

    Receptionist (f/m/d) MEININGER Milano Lambrate Full-time Are you a people person who wants to create and share memorable experiences with our guests? MEININGER Milano Lambrate is looking for a full-time receptionist (f/m/d). MEININGER Hotels. Redefining hybrid hospitality. Where the comforts of a hotel meet the special facilities of a...

  • Junior Compliance Officer Intern

    4 settimane fa

    Milan, Italia Société Générale Assurances A tempo pieno

    Junior Compliance Officer Intern -M/W Internship|Milano|Others Junior Compliance Officer Intern -M/W Milano, Italy Internship Others Responsibilities Based on a diversified universal banking model, the Société Générale operates in Italy through different companies belonging to its three main core businesses: Retail Banking in...

  • Funzionario Tecnico Commerciale

    4 settimane fa

    Milan, Italia CERATIZIT Italia S.p.A. A tempo pieno

    CERATIZIT è un gruppo di ingegneria high-tech specializzato in tecnologie per utensili in metallo duro. L'azienda multinazionale con sede in Austria, impiega oltre 9. persone in tutto il mondo in 34 siti di produzione e oltre 60 uffici di vendita. Per l'ambizioso piano di espansione nel settore delle macchine utensili siamo alla ricerca di professionisti...

  • Funzionario Tecnico Commerciale

    3 settimane fa

    Milan, Italia WNT A tempo pieno

    CERATIZIT è un gruppo di ingegneria high-tech specializzato in tecnologie per utensili in metallo duro. L'azienda multinazionale con sede in Austria, impiega oltre 9.000 persone in tutto il mondo in 34 siti di produzione e oltre 60 uffici di vendita. Per l'ambizioso piano di espansione nel settore delle macchine utensili siamo alla ricerca di...

  • Chief Data Officer

    3 giorni fa

    Milan, Italia Culture Digitali Srl A tempo pieno

    Chief Data Officer - Milano, Italia - Oliver James AssociatesDescrizione Per nostro cliente operante nel settore Retail che ha l'obiettivo di diventare una Digital Retail Company entro il 2026, un'azienda cioè, che pone i dati, la tecnologia e l'e-commerce al centro del modello di creazione del valore e di tutti i processi operativi di business, stiamo...