Wealth Management Client Service Associate

Crédit Agricole; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

Crédit Agricole Group in Singapore seeks a Wealth Management generalist Client Service Officer to support Relationship Managers in day-to-day administration and client onboarding. You will maintain client records, process transactions and ensure compliance with bank policies.

The role requires a strong sense of confidentiality, accuracy, and teamwork within a CSO team. You will coordinate with operations and other departments to deliver quality service to clients in the Wealth Management Zone.

Responsibilities

• Supports RM in day-to-day business and administrative tasks.
• Manages client accounts and records, processes transactions.
• Ensures compliance with bank policies and confidentiality.

Job description

Crédit Agricole Group in Singapore seeks a Wealth Management generalist Client Service Officer to support Relationship Managers in day-to-day administration and client onboarding. You will maintain client records, process transactions and ensure compliance with bank policies.

The role requires a strong sense of confidentiality, accuracy, and teamwork within a CSO team. You will coordinate with operations and other departments to deliver quality service to clients in the Wealth Management Zone.