Client Advisor Assistant
il y a 7 heures
**Purpose of the Job**:
Client Advisor Assistant function consists in giving commercial and administrative support to one or a team of Client Advisors and their clients in the field of follow-up of client portfolios and relationships. As Client Advisor Assistant, you are a key team member in ensuring superior client experience by providing excellent administrative, commercial and organizational support in all client-related processes. The function requires efficient and effective working methods and mastery of all client related processes.
**Key Accountabilities**:
- Assisting the Client Advisors and the Desk Head with administrative/organizational arrangements and client processes for optimal support service delivery
- Execute administrative banking tasks : account openings and closings, manage debit balances, introduce credit requests, donation requests,
- Process all client-related orders independently (execute stock exchange orders, payments, opening/closing of accounts)
- Pro-active engaging in all account related processes, controls, bookings, transfers,
- Assist in the handling and resolution of risk, compliance and document related matters in close collaboration with the specialists of Compliance, Risk, Credits and Back Office
- Take an active role in the sales effort vis-à-vis the clients on a non-strategic level
- Deputize Client Advisors and other Assistants during their absences
- Take an active role in organizing events and client meetings
**Knowledge and Experience**:
- Ability to represent Puilaetco in a highly professional manner in front of Private Banking Clients
- Strong client and service orientation, ready to go the extra mile, aiming for building long lasting client relationships
- Handling complex situations and relationships, delivering against high ambitions and expectations whilst maintaining attention to detail
- Capability to prioritize and adapt to quickly changing circumstances
- Able to build an internal network based on a strong professional attitude, looking for solutions
**Attributes and Qualities**:
- Team player with excellent commercial and organizational skills
- Autonomous and dynamic personality with an entrepreneurial spirit
- Flexibility and ability to cope with pressure
- Team player who positively and proactively fosters collaboration
- Positive personality with excellent communication skills
**Languages Skills**:
- Fluent in Dutch
- Good knowledge of English and French
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