Client Service Officer

4 weeks ago

Singapur, 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:

  1. Ensures the link between the client and the operational departments of the bank.
  2. Supports the RM in his own mission, by executing the day-to-day business and more occasional activities, helping with administrative tasks.
  3. Masters the mechanisms and internal procedures of the bank, discharging responsibilities in full compliance with the Bank’s Code of Conduct and Procedures.

Analysis, Development and Evaluation Activities:

  1. Follows the client relationships of the RM.
  2. Works in full compliance with the bank’s code of conduct and within established practices and procedures.

Organization, Management and Realization Activities:

  1. Manages and processes current cases, files, and archives, managing the timetables.
  2. 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.
  3. Ensures the administrative and IT part of the opening of a client account.
  4. Ensures the administrative and IT part of the closing of a client account.
  5. Prepares RM business trips.
  6. Prepares FA renewals.

Contact, Animation and Communication Activities:

  1. Establishes and maintains quality relationships with clients (both external and internal).
  2. Ensures telephone contacts (and the record of a telephone card for each call), client identification while respecting confidentiality and independent call-backs.
  3. Prepares client meetings (necessary documents and check list).
  4. Receives clients for document delivery.
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