Client Relationship Manager

il y a 1 semaine

Paris, France Natixis Temps plein

**Company Description**:
**Bienvenue chez Teora, filiale de Natixis Wealth Management, le courtier du groupe BPCE d’assurance vie en architecture ouverte **

Chez Teora, filiale à 100 % de Natixis Wealth Management (la Banque privée de Natixis), nous concevons et mettons en oeuvre des solutions d’assurance vie sur-mesure pour nos 3 clients:

- notre société mère - la **banque privée Natixis Wealth Management**
- la clientèle Gestion privée et Banque privée des **Banques populaires** et **des Caisses d’Epargne**.

Filiale de NATIXIS, Teora fait partie du groupe BPCE, 2e acteur bancaire en France, qui lui offre solidité et sécurité. Elle compte 48 collaborateurs et gère près de 9 milliards d’euros.

Notre ambition : accompagner nos 3 clients précités en leur proposant les meilleures solutions en assurance vie/ capi et de sous-jacents en gestion financière dans les différentes classes d’actifs pour leur permettre de répondre aux enjeux patrimoniaux de leurs clients aisés et ainsi les fidéliser.

Notre état d’esprit : équipe agile, soudée et engagée, notre état d’esprit entrepreneurial est notre dénominateur commun et fait la différence. Chez Teora, nos talents et notre motivation sont nos premiers atouts : rejoignez-nous et vous donnerez du sens à votre projet professionnel.

You join the customer service team and manage flows and quality within the Operations, expertise & customer experience department, whose main mission is to take charge of and process requests, in compliance with quality standards and deadlines.

On a daily basis, your mission is to:

- Take charge of, analyze and process requests received within the scope of the department or assign them to the right recipient;
- Receive calls from network sales and Natixis Wealth Management by qualifying the request, analyzing it while providing a comprehensive response;
- Participate in the achievement of the quality objective and the management of customer telephone hotlines.

**#TransformativeFinance**

This position is based in Paris with the ability to work remotely.

As a top employer, we put our people first. Internal mobility, career development and training systems allow you to grow and flourish throughout your career.

You are operating in a hybrid, inclusive and collaborative work environment.

You also have the opportunity to be involved in society and causes that are important to you through our corporate foundation.

**About the recruitment process**

You will be contacted by one of our recruiters before meeting with our business experts (manager, team member or business line).

**Required Skills/Qualifications/Experience**:
About you: If you recognize yourself in the following description, you are made to work with us
With a higher education (preferably in life insurance or wealth management), you have at least 3 years of experience in similar functions.

You are familiar with:

- Digital tools (customer interfaces);
- Life insurance and/or wealth management skills.

You have a great relationship, a very good listening skills, you are:

- Appreciated for your writing, analytical and synthesis skills;
- Known for your team spirit, pedagogy, adaptability and strong sense of customer relationship.

You master English with a B1 level.

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