Client Service Officer
il y a 4 semaines
Description de la fonction We are looking for a Client Support Assistant to temporary support the Private Bankers and Investment Managers in the day-to-day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support. The role will sit in a centralized team reporting to a local manager.
Key Accountabilities
- You handle general inquiries from clients and assist Private Bankers in all aspects of client services to ensure clients’ needs are met and ensuring a high level of client satisfaction,therefore contributing to client retention
- You take ownership of all administrative aspects of a client relationship, including account opening and closing, valuations and other client related documentation, operational account problems. You coordinate marketing events invitations to support Private Bankers
- You assist in the account opening and closing process, ensuring that the proper documentation is obtained in line with AML requirements
- You take and execute clients’ orders, including but not limited to money market, securities and FX spot transactions; check appropriateness/suitability where required
- You process and follow-up to completion of all client payment instructions in a professional and timely manner relating to both internal and external requests; including call backs, signature verification, balance checks, instruction input and record keeping; critically assessing the transaction behavior and keeping the RM informed for AML purposes
- You uphold regulatory and compliance policies / procedures to mitigate risks; ensure that the Bank is protected, including ensure stipulated regulatory requirements needed to perform this role are met (such as CPT requirement, attending anti-money laundering training, etc.)
- You develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
- You foster strong working relationships with other key departments in the bank
- You act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct, flagging and managing reputational risks and conflicts issues
position, with a genuine interest in Private Banking
- Strong team player, also able to meet tight deadlines and multi-task
- Self-motivated and goal orientated or proactive with a ‘can do’ attitude
- Excellent communication skills and strong interpersonal skills with a flexible approach
- Able to work in a high paced environment under pressure
- Meticulous, methodical and concise, with a strong attention to detail
- Client-oriented and solution-oriented
- Professional integrity
- Someone with high service standards and attitude, and an open mindset
- Eager to contribute to improvement of our processes
- Fluent (written and oral) in Dutch, knowledge of French and/or English is a plus
- The position is based in Brussels, but you are willing to work 1 day per week from our
- Advisory Center in Antwerp or other locations.
- Attractive salary
- Fringe benefits
- Company perfectly located
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