Customer Support Specialist in Wealth Services

il y a 4 semaines


Igny, Île-de-France CAISSE D'EPARGNE IDF Temps plein
Job Title: Client Relations Advisor for Wealth Management

Are you dedicated to enhancing customer experiences? At Caisse d'Epargne Ile-de-France, we provide an opportunity for you to play a pivotal role in client satisfaction. As a Client Relations Advisor, you will engage in daily operations, support clients with their diverse requirements, and establish a robust foundation in the financial services sector to advance your career.

  • Assess client needs and guide them in their financial endeavors
  • Contribute to the commercial performance and revenue enhancement of your branch
  • Serve as the primary contact for all clients reaching out to the branch
  • Ensure the precision and thoroughness of documentation
  • Communicate through various platforms while upholding confidentiality

Profile: The ideal candidate possesses a BAC +2 qualification and has prior experience in finance, telecommunications, retail, or insurance. Essential qualities include commercial insight, commitment to exceptional customer service, professionalism, and flexibility. Attributes such as enthusiasm, teamwork, strong interpersonal skills, and a client-focused mindset are crucial. If you seek a rewarding position centered on customer service, responsiveness, and relationship-building, this opportunity is well-suited for you.

Company: Caisse d'Epargne Ile-de-France is a regional cooperative bank, a significant stakeholder of the BPCE Group, with a rich history of over 200 years in financing various sectors of the economy in the Ile-de-France region. With a network of numerous branches and business centers, the bank is dedicated to fostering the growth of its clients and the community.



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