Junior Client Service Officer M/F

Crédit Agricole Group; Milano; In loco; EUR 30.000 - 50.000; Tempo pieno

Descrizione del lavoro

A leading financial institution is seeking an administrative support professional to aid Wealth Managers in managing High Net Worth clients. This role involves ensuring compliance in client files, preparing reports, and handling KYC tasks while maintaining communication with both clients and internal teams.

Competenze

• Strong communication skills for client interaction.
• Ability to manage and prepare client documentation efficiently.
• Familiarity with compliance regulations.

Mansioni

• Assist Wealth Managers in meeting preparations and documentation.
• Monitor client accounts and report on significant events.
• Perform KYC administrative tasks as per legal requirements.

Conoscenze

Client Management

Compliance

KYC Procedures

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.