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Client Service Officer

hace 4 meses


Madrid, España Ca Indosuez Wealth (Group) A tiempo completo

**Type de métier**:Types de métiers Crédit Agricole S.A. - Gestion d'Actifs**Intitulé du poste**:Client Service Officer - CSO -Madrid H/F**Type de contrat**:CDI**Date prévue de prise de fonction**:04/03/2024**Poste avec management**:Non**Cadre / Non Cadre**:Non cadre**Missions**:Los CSO asisten al equipo de Wealth Managers en la gestión operativa de la relación con los clientes, lo que incluye:Constitución de los expedientes clientes de acuerdo con la normativa nacional e internacional y los procedimientos internos de la entidad.Realización de operativa bancaria de clientes.Preparación de informes y documentación comercial para el equipo de Wealth Managers.Contacto con clientes para facilitarles la información necesaria para la correcta gestión de la relación comercial.**Compléments**:- Proyecto profesional a largo plazo en un grupo bancario mundial de primer nível.- Entorno dínámico donde se aprende cada día.- Condiciones económicas competitivas.- Un entorno laboral con buen ambiente, flexibilidad, con teletrabajo (2 días/semana) y en pleno centro de Madrid. Somos Great Place to Work 2023/24**Localisation du poste**:**Zone géographique**:Europe, Espagne**Ville**:MADRID**Niveau d'études minimum**:Bac + 4 / M1**Formation / Spécialisation**:- Grado en ADE/ Derecho- Una certificación de asesoramiento financiero validada por la CNMV será muy positivamente valorada.**Niveau d'expérience minimum**:0 - 2 ans**Expérience**:- Experiência de al menos un año en entidad financiera, desempeñando funciones operativas y de atención al cliente.**Compétences recherchées**:- Orientación al cliente elevada- Persona organizada y estructurada- Gran capacidad de aprendizaje**Outils informatiques**:Office**Langues**:Español nativo / bilingue, Inglés nível c1, Francés muy valorado