Wealth Client Services Specialist

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7b7w11

Responsibilities 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
J-18808-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7b7w11