- Support WMs in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening)
- Perfom KYC administrative tasks
- Respond promptly to client queries (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system)
- Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
- Prepare reports for clients
- Participate in the preparation of credit application and periodic reviews of credit dossier
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📌 Wealth Client Services Specialist (Roma)
🏢 Crédit Agricole Group
📍 Roma
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