Description du poste
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO).
His team works with a specific Wealth Management Zone.
The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.
He/she holds a key relationship position and contributes to the quality of the Bank's image.
He/she acts as a link between the operational departments of the Bank, the collaborators and the clients.
He/she masters the banks operations, its organisation and specificities.
He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.
Key Responsibilities:
Ensures the link between the client and the operational departments of the bank.Support the RM in his own mission, by executing the day-to-day business and more occasional activities.
He helps him with the administrative tasks.Masters the mechanisms and internal procedures of the bank.To discharge his/her following responsibilities in full compliance with the Banks Code of Conduct and Procedures.Analysis, development and evaluation activities:
Follows the client relationships of the RMWorks in full compliance with the banks code of conduct and within established practices and proceduresOrganization, management and realization activities:
Manages and processes current cases, files and archives, manage the timetablesManages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good executionEnsures the administrative and IT part of the opening of a client accountEnsures the administrative and IT part of the closing of a client accountPrepare RM business tripsPrepare FA renewalsContact, animation and communication activities:
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-backsPrepare client meetings (necessary documents and check list)Receives clients for documents delivery