Job Description

Position description
Business type
Types of Jobs - Sales / Customer Service
Job title
Client Service Officer - Wealth Management M/F
Contract type
Permanent Contract
Job summary
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.
He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the collaborators and the clients.
He/she masters the bank's operations, its organisation and specificities. He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.
Key Responsibilities:

• Ensures the link between the client and the operational departments of the bank.
• Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks.
• Masters the mechanisms and internal procedures of the bank.To discharge his/her following responsibilities in full compliance with the Bank's Code of Conduct and Procedures.

Analysis, development and evaluation activities:

• Follows the client relationships of the RM
• Works in full compliance with the bank's code of conduct and within established practices and procedures

Organization, management and realization activities:

• Manages and processes current cases, files and archives, manage the timetables
• Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution
• Ensures the administrative and IT part of the opening of a client account
• Ensures the administrative and IT part of the closing of a client account
• Prepare RM business trips
• Prepare FA renewals

Contact, animation and communication activities:

• Establish and maintain quality relationships with the clients (both external and internal).
• Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs
• Prepare client meetings (necessary documents and check list)
• Receives clients for documents delivery

Skills Required