Client Service Expert
il y a 2 semaines
Client Service Expert - Swedish Team:
Do you always go the extra mile? Are you a natural communicator, focused on clients and driven by results? Then let's work together to exceed the expectations of our clients and to continue to write the success story of VP Bank.
We will give you the room you need to pursue your passion for innovation and to bring your ideas to life.
Your Challenge
- Professional and independent verbal and written support for all daytoday tasks
- Preparation and followup of account openings for private and company accounts
- Handling and timely execution of payment instructions
- Preparing and followup of documentation for client meetings or business trips
- Pre
- Supporting in KYC and Compliance topics
- Independent processing of customer inquiries, complaints & general correspondence
- Timely execution of items recurrent task list (Outlook)
- Ebanking hotline support
- Support during client meetings, e.g. assistance for account opening/ telephone correspondence with clients
- Monitoring of corporate actions, maturities, entering term deposits and loans and FX trades / Receipt and handling of security orders (via Avaloq)
- Handling of all AppWay tools: Update, Onboarding, Offboarding, Credit Application
- Assistance for special projects/tasks and client events
- If necessary: Covering the Client Welcome Desk
Your Profile
- You are interested in a Client Service Expert position with a working time pensum of 100% until the end of December 2023 and a working time pensum of 50% from January until December 202
- You have completed a bank apprenticeship and at least three years of work experience as Private Banking Assistant or studies in the financial field
- You passed the MiFID II Certification (mandatory)
- You are selforganized, trustworthy and keep an overview even in stressful situations and flexible (as well regarding working hours if required)
- You feature a friendly and customeroriented way of service; you have a high sense of responsibility and you are able to set priorities
- Teamwork is just as important to you as it is to us
- You have profound knowledge in Private Banking Assistant tasks, in MS Office package (Word, Excel) and ideally also in the AppWay and Avaloq systems
- You have fluent written and spoken language skills in English. Swedish and/or knowledge of a Nordic language is regarded as an advantage.
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