Wealth Management Client Services Associate

Credit Agricole Corporate And Investment Bank; Singapore; On-site; SGD 60,000 - 95,000; Full time

Job summary

Credit Agricole Corporate And Investment Bank Wealth Management is seeking a Client Service Officer (CSO) to work within a CSO team under a Team Coordinator CSO. The CSO supports Relationship Managers in administrative and operational management of client portfolios and maintains quality client relationships, linking clients with bank operations.

The role requires mastery of the bank's operations, adherence to Code of Conduct, and assistance in day-to-day administrative tasks, client account

Responsibilities

• Establish and maintain quality relationships with the clients (both external and internal).
• Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs
• Prepare client meetings (necessary documents and check list)
• Receives clients for documents delivery

Job description

Credit Agricole Corporate And Investment Bank Wealth Management is seeking a Client Service Officer (CSO) to work within a CSO team under a Team Coordinator CSO. The CSO supports Relationship Managers in administrative and operational management of client portfolios and maintains quality client relationships, linking clients with bank operations.

The role requires mastery of the bank's operations, adherence to Code of Conduct, and assistance in day-to-day administrative tasks, client account