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 bank’s 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 Bank’s Code of Conduct and Procedures.
Analysis, development and evaluation activities:
* Follows the client relationships of the RM
* Works in full compliance with the bank’s code of conduct and within established practices and procedures
Organization, management and realization activities:
* Manages and processes current cases, files and archives, manage the timetables
* Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution
* Ensures the administrative and IT part of the opening of a client account
* Ensures the administrative and IT part of the closing of a client account
* Prepare RM business trips
* Prepare FA renewals
Contact, 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-backs
* Prepare client meetings (necessary documents and check list)
* Receives clients for documents delivery
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