Client Service Officer

4 days 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 one or several Relationship Managers (RM) in the administrative and operational management of their client 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, organization, and specificities. He/she contributes to ensuring compliance with regulations, deontology, and to the control of financial, counterparty, and operational risks.

Key Responsibilities:

  • Acts as the link between the client and the bank’s operational departments.
  • Supports the RM by executing daily and occasional activities, assisting with administrative tasks.
  • Masters the bank’s mechanisms and internal procedures, ensuring full compliance with the Bank’s Code of Conduct and Procedures.

Analysis, development, and evaluation activities:

  • Monitors client relationships managed by the RM.
  • Works in full compliance with the bank’s code of conduct and established procedures.

Organization, management, and realization activities:

  • Manages and processes cases, files, archives, and schedules.
  • Handles client accounts, registers orders (securities transactions, transfers, check-cashing, cash control, fiduciary deposit renewals), and verifies their proper execution.
  • Manages the administrative and IT aspects of opening and closing client accounts.
  • Prepares RM business trips and FA renewals.

Contact, communication, and relationship activities:

  • Establishes and maintains quality relationships with clients (external and internal).
  • Ensures telephone contacts are recorded, client identification is verified while respecting confidentiality, and conducts independent call-backs.
  • Prepares for client meetings, including necessary documents and checklists.
  • Receives clients for document delivery.
#J-18808-Ljbffr

  • Client Service Officer, Vice President

    4 days ago

    Singapur, Singapore Citi Full time

    Overview Join to apply for the Client Service Officer, Vice President role at Citi Citi’s Issuer & Investor Services Operations, supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We’re currently looking...

  • Client Service Officer, Vice President

    4 days ago

    Singapur, Singapore Citigroup Inc. Full time

    Overview At Citi , we get to connect millions of people across hundreds of cities and countries every day. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities...

  • Client Service Officer, Asst Vice President

    5 days ago

    Singapur, Singapore Citi Full time

    Overview Client Service Officer, Asst Vice President – Citi. Citi’s Issuer & Investor Services Operations supports clients’ business by leveraging Citi’s global footprint to provide local expertise and scalable solutions. This role is based in Singapore. We’re looking for a high‑caliber professional to join our team as Client Service Officer,...

  • Client Relations Officer

    5 days ago

    Singapur, Singapore Lawsociety Full time

    Gloria James-Civetta & Co, a well-established law firm, is looking for a Client Relations Officer to manage front-desk operations, deliver excellent client service, and support administrative tasks. Responsibilities include: Answering and directing phone calls, diverting calls after hours. Greeting clients. Conducting conflict checks and maintaining enquiry...

  • Client Service Officer, Asst Vice President

    4 days ago

    Singapur, Singapore Citigroup Inc. Full time

    Overview At Citi, we connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Shape your Career...

  • Manager, Client Services

    4 days ago

    Singapur, Singapore Oliver James Full time

    Join to apply for the Manager, Client Services role at Oliver James Job details and role overview are provided below. Overview Job Title: Manager, Client Services – Singapore Location: Singapore Industry: Insurance / Wealth Management / Financial Services Job Type: Full-time | Permanent Salary: Competitive, commensurate with experience About The...

  • Client Service Ambassador

    5 days ago

    Singapur, Singapore Porcelain Pte Ltd Full time

    2 months ago Be among the first 25 applicants A Client Service Ambassador (CSA) is the face of our brand and plays a key role in building lasting relationships with every client. The CSA ensures a warm and premium service experience while understanding client needs and offering thoughtful recommendations on Porcelains' range of products and treatments. While...

  • Customer Service Officer

    4 days ago

    Singapur, Singapore SAFRA National Service Association Full time

    CUSTOMER SERVICES OFFICER - SAFRA TOA PAYOH Singaporean or Singapore Permanent Resident only Responsibilities Performs opening of front desk activities. Receive members / guests at the counter. Check the member’s membership card and NRIC. Receive / transfer calls and call back. Take booking / reservation of sport facilities (for selected facilities...

  • Client Services Executive

    5 days ago

    Singapur, Singapore Marex Full time

    Join to apply for the Client Services Executive role at Marex 1 week ago Be among the first 25 applicants Join to apply for the Client Services Executive role at Marex Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear...

  • Client Services, Manager

    5 days ago

    Singapur, Singapore ALLIANCE HEALTHCARE GROUP LIMITED Full time

    We are currently seeking experienced Manager to join our client services team. In this position, you will be part of a team responsible for incoming customers/patients queries and delivering superior customer experience through providing assistance / guidance in in a timely manner. Your responsibilities shall include and not limited to the following The...