Client service officer

2 weeks ago


Singapore Crédit Agricole Group Full time

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios. He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the collaborators and the clients. He/she masters the bank’s operations, its organisation and specificities. He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks. Key Responsibilities: Ensures the link between the client and the operational departments of the bank. Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks. Masters the mechanisms and internal procedures of the bank. To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures. Analysis, development and evaluation activities: Follows the client relationships of the RM. Works in full compliance with the bank’s code of conduct and within established practices and procedures. Organization, management and realization activities: Manages and processes current cases, files and archives, manages the timetables. Manages client accounts, registers the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution. Ensures the administrative and IT part of the opening of a client account. Ensures the administrative and IT part of the closing of a client account. Prepares RM business trips. Prepares FA renewals. Contact, animation and communication activities: Establish and maintain quality relationships with the clients (both external and internal). Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs. Prepare client meetings (necessary documents and checklist). Receives clients for documents delivery. #J-18808-Ljbffr



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