CLIENT SERVICE PRIVATE BANKING

TN France; Langres; Sur place; EUR 30 000 - 50 000; Plein temps

Résumé du poste

A forward-thinking company is seeking a Client Service Officer to provide exceptional online banking services to high net worth clients. In this role, you will be the first point of contact for clients, ensuring accurate communication and adherence to regulations. The ideal candidate will possess strong customer service skills, fluency in both English and French, and a solid understanding of private banking. This is a fantastic opportunity to join a dynamic team and make a significant impact in the financial services industry, all while working in a supportive and innovative environment.

Qualifications

• Strong academic background with university-level qualification preferred.
• Proven knowledge of private banking and delivering service to high net worth clients.

Responsabilités

• Deliver expert online banking service to clients via telephone and email.
• Manage service recovery activities and ensure client satisfaction.
• Handle multi-channel, multi-currency requests proactively.

Connaissances

Customer Service

Communication Skills

Problem Solving

Fluency in English

Fluency in French

Knowledge of Data Protection

Knowledge of Money Laundering Legislation

Formation

University-level qualification

Outils

Online Banking Systems

Description du poste

Social network you want to login/join with:

Client:

JumpWork

Location:

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

8ee45265e5b1

Job Views:

7

Posted:

04.05.2025

Expiry Date:

18.06.2025

Job Description:

We are currently looking for a Client Service Officer for a private bank based in Monaco.

DUTIES

1. Deliver expert online banking service to clients using multi-channel communication options, including telephone and email.
2. Contact clients and ensure accurate capture of client instructions, demonstrating ownership of all client queries.
3. Identify all clients accurately, adhering to policy and Customer Due Diligence regulations.
4. Be the first point of contact for clients inquiring about online banking, ensuring proper escalation of issues.
5. Manage service recovery activities, adhering to complaints and escalation procedures, maintaining accuracy and quality to facilitate client satisfaction.
6. Participate in other Client Service Team activities, such as issuing mass client communications and validating client-instructed transactions.
7. Handle multi-channel, multi-currency requests proactively, achieving personal and departmental targets.

PROFILE

The ideal candidate will have a strong academic background, with a university-level qualification preferred. They should possess a high level of computer literacy and proficient keyboard skills. Proven knowledge of private banking and experience in delivering excellent service to high net worth clients via remote channels are essential. The candidate should be structured, organized, and knowledgeable about private client banking propositions, legislation including Data Protection, Money Laundering, Complaint Handling, and Customer Due Diligence. Fluency in English and French is required; knowledge of Russian is a plus.