Client Service Officer

il y a 3 semaines


Paris, Île-de-France Indosuez Wealth Management Temps plein

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.


  • Client Service Officer

    il y a 3 semaines


    Paris, Île-de-France SCOR Temps plein

    The 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...

  • Client Service Officer

    il y a 3 semaines


    Paris, Île-de-France SCOR Temps plein

    The 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...

  • Client Service Officer

    il y a 3 semaines


    Paris, Île-de-France SCOR Temps plein

    Job 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...

  • Client Service Officer

    il y a 4 semaines


    Paris, Île-de-France Deutsche Bank Temps plein

    Job Title: Client Service OfficerJob Summary: We are seeking a highly skilled Client Service Officer to join our team at Deutsche Bank. As a Client Service Officer, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships.Key Responsibilities:Manage a portfolio of clients,...

  • Client Service Officer

    il y a 3 semaines


    Paris, Île-de-France Deutsche Bank Temps plein

    Job Title: Client Service OfficerJob Summary: We are seeking a highly skilled Client Service Officer to join our team at Deutsche Bank. As a Client Service Officer, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.Key Responsibilities:Manage a portfolio of...

  • Client Service Officer

    il y a 1 mois


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Job Title: Client Service OfficerAt Deutsche Bank Aktiengesellschaft, Filiale Paris, we are seeking a highly skilled Client Service Officer to join our team. As a Client Service Officer, 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 portfolio of...

  • Client Service Officer

    il y a 4 semaines


    Paris, Île-de-France Indosuez Wealth Management Temps plein

    Job 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...

  • 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...

  • Client Service Officer

    il y a 1 mois


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Job 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...

  • Client Service Officer

    il y a 4 semaines


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Job 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...

  • Client Service Officer

    il y a 3 semaines


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Job Title: Client Service OfficerLocation: ParisCorporate Title: Assistant Vice PresidentJob Summary:We are seeking a highly skilled Client Service Officer to join our team at Deutsche Bank Aktiengesellschaft, Filiale Paris. As a key member of our Cash Management organization, you will be responsible for providing exceptional service to a portfolio of...


  • Paris, Île-de-France Straumann Group Temps plein

    Agent de service client Back OfficeNous recherchons un(e) agent de service client pour rejoindre notre équipe de service client Back Office. En tant que membre de notre équipe, vous serez responsable de la gestion des demandes clients et de la force de vente via le média mail. Vous travaillerez en étroite collaboration avec notre force de vente, notre...


  • Paris, Île-de-France Bausch & Lomb GmbH Temps plein

    Gestionnaire Back Office Service Client (H/F) Fonction principale : Le Gestionnaire Back Office Service Client est responsable de la gestion des relations clients, de la facturation et de la résolution des litiges financiers. Il/elle travaille en étroite collaboration avec les équipes commerciales et de support pour garantir une expérience client de...


  • Paris, Île-de-France Bausch & Lomb GmbH Temps plein

    Professionnel de la Gestion ClientèleCompétences requises :Maitrise de l’anglaisExpérience en back office service client indispensableDiplôme d’études secondairesConnaissance et expérience des ERP (Peoplesoft/SAP), CRM (SFDC) et outils de service à la clientèle (Genesys, système de ticketing, etc.)Maîtriser MS Teams, d’Office et compétences...

  • Client Service Officer

    il y a 3 jours


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Main ResponsibilitiesManage a portfolio of clients, providing a dynamic and professional contact point for their day-to-day service needs.Respond to account and transaction-related inquiries, providing solutions in close coordination with internal departments or other implementation and service units abroad.Liaise closely with global and regional Cash...

  • Client Service Officer

    il y a 2 semaines


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Job Title: Client Service OfficerLocation: ParisCorporate Title: Assistant Vice PresidentJob Summary:We are seeking a highly skilled Client Service Officer to join our team at Deutsche Bank in Paris. As a Client Service Officer, you will be responsible for providing exceptional service to a portfolio of clients on a global or cross-regional basis.Key...

  • Client Service Officer

    il y a 3 semaines


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Job 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...


  • Paris, Île-de-France Bausch & Lomb GmbH Temps plein

    Gestionnaire Back Office Service Client (H/F) Fonctions clés : Maintenir à jour les bases de données clients, prix, facturation. Traiter et réduire les litiges financiers en agissant sur les causes. Offrir une excellente expérience client et atteindre les objectifs de performance de l'unité d'affaires tout en respectant les normes de qualité et de...

  • Client Service Officer

    il y a 2 semaines


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Job Title: Client Service Officer - Portfolio ManagementLocation: ParisJob Summary:We are seeking a highly skilled Client Service Officer to join our team in Paris. As a Client Service Officer, you will be responsible for managing a portfolio of clients, providing exceptional service, and building strong relationships with our clients.Key...

  • Client Service Officer

    il y a 2 semaines


    Paris, Île-de-France 0842 Deutsche Bank Aktiengesellschaft, Filiale Paris Temps plein

    Job Title: Client Service Officer - Portfolio ManagementLocation: ParisCorporate Title: Assistant Vice PresidentJob Summary:We are seeking a highly skilled Client Service Officer to join our team in Paris. As a Client Service Officer, you will be responsible for managing a portfolio of clients, providing exceptional service, and ensuring their needs are...