Permanent Contract

Client Service Officer H/F

Modified on 13/02/2024

  • Monaco - Monaco
  • Sales / Customer Service
  • 2024-86021

Job description

Au sein de l'équipe commerciale du  Marché France, le Client Service Officer H/F aura pour missions :

  • L’accueil clientèle : organisation et préparation des rendez-vous, prise des messages, suivi des appels et réception des clients ;
  • Le traitement et le suivi des dossiers clientèle (juridique, commercial, risques suivi des anomalies ) ;
  • Le traitement et le suivi des ordres clientèles ;
  • L'assistance administrative de l'unité ;
  • Le suivi des listings des découverts,
  • La création de dossiers de crédits et leurs suivis ainsi que l’ administration des garanties,

    • Position with management
    • No
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
      • BAC +3/5 Banque - Finance – Ecole de Commerce ;

      • Expérience minimum de 3 à 5 ans en assistanat commercial ;
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
      • Maitrise des techniques et des produits bancaires ainsi que des règles en matière de KYC ;
      • Rigueur, réactivité, adaptabilité, efficacité, travail en équipe, sens relationnel, gestion des priorités, sens du service ... ;
    • IT tools
      • Bonne maîtrise des outils informatiques et bureautiques ;
    • Languages
    • Anglais courant
  • Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results). Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows each of its clients to protect, and develop their wealth in alignment with their aspirations. With their comprehensive approach, their teams provide expert advice and exceptional service across one of the broadest spectrums of the profession, for both private and professional wealth management. Set apart by their personal yet resolutely international scope, Indosuez Wealth Management employs 2,955 people in 10 territories around the world: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, and Switzerland), the Asia-Pacific region (Hong Kong SAR, New Caledonia, and Singapore), and the Middle East (United Arab Emirates). With 135 billion euros in assets under management (as of 31/12/2021), Indosuez Wealth Management is one of the world's leading wealth management companies. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. www.ca-indosuez.com

Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

Client Service Officer H/F

Published the 13/02/2024

Permanent Contract
  • Monaco - Monaco
  • Sales / Customer Service
  • 2024-86021

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