Client Service Officer
il y a 3 semaines
As a Client Service Officer at Indosuez Wealth Management, you will play a key role in providing exceptional administrative support to our Wealth Managers in managing high net worth individual and ultra high net worth individual clients.
The main activities carried out by the resource include:
- Providing administrative support including handling telephone calls, managing emails and mail
- Supporting Wealth Managers in the preparation of client meetings
- Responding promptly to client queries regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system
- Entering account opening and/or closing operations into the system
- Ensuring the correct and efficient execution of instructions received from clients and/or Wealth Managers
- Following up on the settlement of transactions
- Ensuring the daily monitoring of client accounts and informing the Wealth Manager of any particular event
- Preparing standard or customized reports for clients with the approval of the Wealth Manager
- Checking all listings as part of the internal control system
- Participating in the preparation of credit application and periodic reviews of credit dossier
- Performing KYC processes and regularly checking the compliance of client files with the regulations and procedures in force
The role involves extensive telephone contact with clients, the development of commercial support relationships with them and the careful administration of their activities with Indosuez.
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Client Service Officer
il y a 3 semaines
Paris, Île-de-France SCOR Temps pleinThe Client Service Officer is a key member of the Client Service team, responsible for delivering exceptional client experiences throughout the pre and post-sales process. The team plays a vital role in business development, ensuring seamless interactions between clients and sales teams.Key responsibilities include:Supporting sales teams in client meetings...
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Client Service Officer
il y a 3 semaines
Paris, Île-de-France SCOR Temps pleinThe Client Service Officer is a core member of the Client Service team, which plays a vital role in the client experience during both the pre and after sales process. The team provides support to the sales team at various stages of the sales process, including the production of dedicated reports and the sending of all reportings.The Client Service Officer is...
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Client Service Officer
il y a 3 semaines
Paris, Île-de-France SCOR Temps pleinJob Title: Client Service OfficerThe Client Service Officer is a key member of the Client Service team, responsible for delivering exceptional client experiences throughout the pre and post-sales process.Key Responsibilities:Support salespersons in client meetings and events, including preparation and follow-up.Assist in client evaluation phases, responding...
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Client Service Officer
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Client Service Officer
il y a 4 semaines
Paris, Île-de-France Indosuez Wealth Management Temps pleinJob Title: Client Service OfficerWe are seeking a highly skilled and experienced Client Service Officer to join our team at Indosuez Wealth Management. As a Client Service Officer, you will be responsible for providing exceptional administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net...
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Client Service Officer
il y a 3 semaines
Paris, Île-de-France Indosuez Wealth Management Temps plein{"h1": "Client Service Officer", "h2": "Job Summary", "p": "As a Client Service Officer at Indosuez Wealth Management, you will provide administrative and operational support to our Wealth Managers in managing high net worth individuals and ultra high net worth individuals. Your main activities will include providing administrative support, handling...
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Client Service Officer
il y a 1 mois
Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps pleinJob Title: Client Service OfficerDescriptionAs a Client Service Officer at Deutsche Bank Aktiengesellschaft, Filiale Paris, you will play a critical role in ensuring an exceptional service experience for our global clients. Your primary responsibility will be to manage a portfolio of clients, providing a dynamic and professional contact point for their...
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Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps pleinJob Title: Client Service OfficerDescriptionAs a Client Service Officer at Deutsche Bank Aktiengesellschaft, Filiale Paris, you will play a critical role in ensuring exceptional service to a portfolio of clients on a global or Cross Regional basis. Your primary responsibility will be to proactively review, monitor, and improve service levels, building a deep...
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Client Service Officer
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il y a 3 semaines
Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps pleinJob Title: Client Service OfficerLocation: ParisJob Summary:We are seeking a highly skilled Client Service Officer to join our team in Paris. As a key member of our Cash Management organization, you will be responsible for providing exceptional service to a portfolio of clients on a global or Cross Regional basis.Key Responsibilities:Manage a personal...
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Client Service Officer
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