Client Service Officer Eastern Europe Desk H/F
vor 1 Woche
Description du poste
CA Indosuez :
CA Indosuez (Switzerland) SA as an affiliate of Indosuez Wealth Management (~USD 130 billion of AUM as of 31/12/2022) is one of the leading banking institution in Switzerland. In addition to its wealth management activities in Switzerland, Middle East and Asia, the Bank is also active in capital markets, trade and commodity finance, asset management and commercial banking. Based in Switzerland since 140 years, CA Indosuez (Switzerland) SA has c.1000 employees spread across different verticals and expertise including commercial, products and services as well as support and control functions. Its teams and different expertise benefit from the unique network of the broader Indosuez Wealth Management network as well as CACIB, its investment bank, and more generally from Crédit Agricole Group.
Key missions :
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO).
Your team works with a specific Wealth Management Zone. In this case, this is Eastern Europe. You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios, mostly in Polish, Russian and English languages.
You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the employees and the clients.
Ensure the link between the client, RMs, Service Team and operational departments ;
Assist RMs in their mission by executing the day-to-day business and more occasional activities ;
Establish and maintain quality relationships with the clients (both external and internal) ;
Proceed with accounts openings/closings, pass the orders and controls the correct execution ;
Control client identification, and call-backs ;
Prepare the RMs business trips ;
Master the mechanisms of the bank and work within the established practices and procedures.
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