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Client Advisor Assistant - Wealth Management

ADECCO ITALIA S.p.A.

Padova

In loco

EUR 35.000

Tempo pieno

Oggi
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Descrizione del lavoro

A leading staffing company in Padova is seeking a Client Advisor Assistant for Wealth Management. You will support client advisors in providing exceptional service and assist with account management tasks. Ideal candidates have a high school diploma or university degree, good English skills, and attention to detail. This role offers a fixed-term contract of 12 months with a gross annual salary of €35,000.

Competenze

  • Previous experience in a similar position appreciated.
  • Ability to manage conflicting priorities and remain calm.
  • Adaptability to changing demands.

Mansioni

  • Support client advisors in delivering exceptional service.
  • Be point-of-entry contact for clients with queries.
  • Assist with account opening and monitoring activities.
  • Support documentation for meetings and proposals.
  • Ensure compliance with legal and regulatory requirements.

Conoscenze

Attention to detail
Team player
Good English skills

Formazione

High school diploma or University degree
Descrizione del lavoro
Client Advisor Assistant - Wealth Management

Adecco Credit & Banking is hiring for an international bank.

The Team

You’ll be working in the Middle Office team in Padua. As client advisor assistant you’ll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Responsibilities
  • Support client advisors in delivering exceptional client service and experience.
  • Be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
  • Assist with account opening, onboarding, due diligence and monitoring activities.
  • Support with documentation for client meetings, business trips, investment proposals and the like.
  • Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements.
Your expertise
  • High school diploma or University degree.
  • Previous experience, even brief, in a similar position within the Wealth Management segment is appreciated but not essential.
  • Good English skills.
  • Unyielding attention to detail, even when under pressure.
  • Team player that remains calm while managing conflicting priorities.
  • Works with absolute discretion, tactfulness and adaptability to changing demands.

We offer a fixed term contract of 12 months, based in Padua.

Gross annual salary 35K.

Full time 37h.

Disponibilità oraria: Full Time.

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