ResponsibilitiesSupport 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 tasksRespond 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 eventPrepare reports for clientsParticipate in the preparation of credit application and periodic reviews of credit dossier#J-*****-Ljbffr
📌 Client Service Officer- Vie M/F (Lazio)
🏢 Crédit Agricole Group
📍 Lazio
Candidati a questo annuncio
Mostra le tue capacità professionali all'azienda, compila il form e lascia un tocco personale nella lettera di presentazione, aiuterà il recruiter nella scelta del candidato.