Junior Client Service Officer
Junior Client Service Officer
Responsibilities:
Deliver wealth management services to the bank's clients with guidance from the Banker teams
Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely
Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
Coordinate account maintenance for all products with other teams
Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding the bank, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
Requirements:
0-2 years relevant experience
Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
Ability to problem solve and analyse data with demonstration of attention to detail
Strong verbal and written communication skills
Very good command of English (oral and written)
Client facing experience; strong background and interest in the fields of operations and compliance
Bachelor's degree/University degree from economics, banking, finance etc
Nice to have:
Previous sales referral experience Knowledge of investments, banking, and credit products, experience related to lending products will be a plus
Offer:
Private medical care
Co-financing for the sports card
Training & learning opportunities
Constant support of dedicated consultant
Employee referral program

DCG
DCG to przestrzeń, w której spotykają się potrzeby biznesu i ambicje ludzi. Znamy wartość dobrze dopasowanej współpracy, dlatego pomagamy kandydatom znaleźć środowisko, w którym będą mogli rozwinąć skrzydła, a firmom - z...
Junior Client Service Officer
Junior Client Service Officer