Client Support Officer

il y a 5 jours

Luxembourg EFG International Temps plein

**Main tasks
- Receive, prepare and initiate the execution of customer’s instructions complying with internal procedures (authorizations, establishment of internal forms, collecting of internal signatures if required, transmitting the instructions to the relevant department)
- Manage investment instructions received by the Clients
- Collect customer’s instructions in case of corporate action events
- Follow-up on the accuracy and the completeness of the customers files
- Follow-up on pending issues and escalate to the Customer Relationship Officer (CRO) if necessary
- Be the contact person on behalf of the team for the other departments of the bank whenever needed (troubleshooting, requests, etc.)
- Be the alternative contact person to the Client Relationship Officer for customers (phone answering, meetings, etc.)
- Perform research work upon CRO’s request
- Prepare any documental support on behalf of the CRO
- Assist the CRO in any other delegated tasks
- Monitor Credit on a daily or monthly basis (limit excess review, collateral excess review, overdrafts, risk concentration, significant loss, etc.)
- Monitor Operation quality on a daily basis (deposit renewal, pending orders, MiFID profile, negative cash balance check, etc.)
- Monitor Risk on a yearly basis (dormant accounts, hold mail account, small balance accounts, claims escalation and follow up on a case by case basis, etc.)

**Your profile**
- Bachelor’s or Master’s Degree in Economics, Business Administration or Languages
- At least 2 years of experience in the banking, insurance or financial services sector in client/customer services
- Good knowledge of Financial Products and ideally Private Banking
- Excellent French and English skills

**Personal Competences**
- Client-oriented and proactive
- Hands-on and accurate
- Continuous learning and improvement mindset
- A fantastic teamworker
- Assertive communication skills

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