Client Service Officer M/F

Position Description

Business Type: Sales / Customer Service

Job Title: Client Service Officer M/F

Contract Type: Permanent Contract

Expected Start Date: 01/02/2024

Management Position: No

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:

1. Provide administrative support including handling telephone calls, managing e-mails and mail.
2. 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).
3. 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.
4. Enter account opening and/or closing operations into the system.
5. Ensure the correct and efficient execution of instructions received from clients and/or WMs (cash, securities, foreign exchange, deposit operations, etc.).
6. Follow up on the settlement of transactions.
7. Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event.
8. Prepare standard or customised reports for clients with the approval of the Wealth Manager.
9. Check all listings as part of the internal control system (debit balances, deposits, previous day's transactions, overruns, credit reviews).
10. Participate in the preparation of credit application and periodic reviews of credit dossier.
11. 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 Management

"CA 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 bachelor's 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

1. Confidentiality
2. Good communication and interpersonal skills
3. Proactive approach
4. Teamwork attitude
5. Accuracy
6. Sense of responsibility

Technical Skills Required

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

Languages

Italian mothertongue, English fluent, French is desirable.