Junior Client Service Officer M / F

Crédit Agricole Group; Milano; In loco; EUR 30.000 - 45.000; Tempo pieno

Descrizione del lavoro

A leading financial institution is looking for an Administrative Support Specialist to assist Wealth Managers in managing High Net Worth clients. Key responsibilities include preparing reports and documentation, ensuring compliance, and providing timely responses to client inquiries. This role fosters constant communication with wealth managers and the head office in Luxembourg.

Competenze

• Experience in financial services or administrative roles.
• Familiarity with KYC regulations.
• Ability to handle client inquiries efficiently.

Mansioni

• Support Wealth Managers in client meetings preparation.
• Respond promptly to client queries regarding accounts.
• Monitor client accounts and report important events.

Conoscenze

Client Relationship Management

Compliance Knowledge

Administrative Support

Descrizione del lavoro

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 sales documentation, documentation needed for account opening)
• Respond promptly to client queries (for example regarding the history of the client's account and / or regarding any information that can be consulted in the bank's internal system)
• Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
• Prepare reports for clients
• Participate in the preparation of credit application and periodic reviews of credit dossier
• Perfom KYC administrative tasks in accordance with national law

The position is characterised by constant contact with the wealth managers and the central teams of the parent company based in Luxembourg.

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