Wealth Management Client Account Manager – Client Service Team Greece
View: 271
Update day: 26-03-2024
Location: Carouge (GE) Genève GE
Category: IT - Hardware / Networking Information Technology Finance / Bank / Stock Administrative / Clerical / Assistant
Industry: Finance
Job content
Job Reference #
City
Job Type
Your role
We’re looking for a Client Account Manager to:
- support Investment Advisors and Relationship Managers in delivering exceptional client service and experience
- be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
- assist in all administrative tasks and organizational arrangements in relation client’s general inquiries and to their investments and payments
- assist with account opening, onboarding, due diligence and monitoring activities
- support with documentation for client meetings, business trips, investment proposals and the like
- collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
Your team
As a Client Account Manager you will also work closely with various departments within Wealth Management to ensure the best service for our clients. Providing an excellent and outstanding client experience is our main goal.
Your expertise
- banking experience (apprenticeship and/or banking traineeship) or alternatively a bachelor’s degree in a related discipline
- financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- great computer skills and willingness to learn new programs
- unyielding attention to detail, even when under pressure
- team player that remains calm while managing conflicting priorities
- works with absolute discretion, tactfulness and adaptability to changing demands
- excellent organization and communication skills
- fluent in English, Greek is a plus
About us
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us
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Deadline: 10-05-2024
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