Client Services
il y a 4 jours
Are you ready to elevate client relationships to new heights? We’re seeking a dedicated Client Services professional who thrives in a dynamic environment. In this role, you'll manage customer interactions from start to finish, ensuring compliance and quality at every step. If you're proficient in transaction processing, have a solid understanding of credit principles, and are passionate about delivering exceptional service, we want to hear from you
**Description**
Main CIB Responsibilities:
- Manage customer relationships from inception until account closure when necessary.
- Collect necessary information and documentation at the start of the relationship and during regular reviews.
- Receive and process customer requests and orders while ensuring adherence to regulations; gather required documentation for transactions.
- Conduct initial Anti-Money Laundering (AML) checks on customer activities, particularly utilizing the Vigilab CIB tool.
- Maintain compliance with audit trails by effectively using Therefore and "Group" tools.
Run-off Activities (Wealth Management):
- Process orders from Wealth Management clients in alignment with the organization's run-off policies and acquire the necessary transaction documentation.
- Assist and follow up with clients to facilitate the transfer of their assets to other financial institutions; oversee and monitor the account closure process.
- Perform initial checks on customer activities, focusing on the Vigilab tool.
- Gather information and documents for regular reviews.
- Ensure adherence to audit trail requirements, including the use of Therefore.
- Validate and periodically review the procedures associated with these activities.
Credit Activities:
- Oversee guarantees including external entities, SCPI, and real estate.
- Conduct reviews of credit ratings.
- Verify account balances for auditors or clients.
- Review controls established in the middle office.
- Conduct comprehensive credit assessments.
- Address “raised hands” inquiries.
- Follow up on credit due dates.
- Manage collateral arrangements.
Daily Tasks:
- Verify signatures and client information.
- Participate in annual audit activities.
- Update information in the OLYMPIC system.
- Facilitate the opening and closing of accounts.
- Manage and resolve claims.
- Handle physical documentation.
- Conduct Know Your Customer (KYC) reviews.
**Profile**
- Expertise in initiating transaction processing using Olympic software.
- Fundamental understanding of credit principles.
- Comprehensive knowledge of MiFID regulations regarding order execution and client interactions.
- Awareness of the effects of EAI, QI, and FATCA regulations on customer activities.
- Strong sense of rigor and reliability, with a results-driven mindset.
- Excellent collaboration and communication abilities, demonstrating adaptability and flexibility.
- Proficient in English, achieving at least a B2+ level.
- Proactive approach with a keen eye for maintaining high-quality standards.
- Focused on delivering exceptional customer service.
- Strong communication and relationship management skills.
- Effective problem-solving capabilities.
- Detail-oriented with a sharp attention to accuracy.
- Efficient in managing time to meet deadlines.
**Offer**
- Our client is a bank and offers a temporary contract.
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