Client Service Officer Cdd
4 weeks ago
**Description du poste**:
Généraliste du Wealth Management, le « Client Service Officer » travaille au sein d’une équipe sous la responsabilité d’un Coordinateur.
Le CSO accompagne les Relationship Managers dans la gestion administrative et opérationnelle des portefeuilles clients. Il occupe un poste relationnel clé et participe à la qualité de l’image de la Banque. Il assure le relai entre les services opérationnels de la Banque, les collaborateurs et les clients. Il s’assure du respect de la conformité et de la déontologie et contribue à la maîtrise des risques (financiers, de contrepartie, opérationnels). Il établit, maintient et développe des relations de qualité avec les clients internes et externes. Il travaille en étroite collaboration avec les autres CSO de son équipe.
Le CSO est en charge des tâches suivantes:
- Etablit le lien entre le client et les services opérationnels de la Banque ;
- Assure le relationnel avec les clients des Relationship Managers ;
- Gère et traite les dossiers des clients, enregistre les ordres (achat-vente de bourse, transferts, encaissement de chèques, contrôle du cash, renouvellement de placements fiduciaires, etc.) et en vérifie l’exécution ;
- Suit les dossiers en cours et archives, il tient les échéanciers ;
- Gère l’identification des clients et les contre-appels indépendants ;
- Assure l’ouverture et la fermeture du compte client du point de vue administratif et informatique ;
- Prépare les dossiers clients pour les voyages d’affaires du Relationship Manager ;
- Etablit et maintien des relations de qualité avec les clients internes et externes ;
- Prépare les visites clients et les reçoit pour les opérations de caisse/coffre, remise de documents ;
- Gère les renouvellements de dossiers de crédit.
- Date de prise de fonction
- 01/11/2024
- Durée
- 4
- Poste avec management
- Non
- Cadre / Non Cadre
- Non cadre
- Niveau d'étude minimum
- Bac + 3 / L3
- Formation / Spécialisation
- Bachelor ou équivalent.Formation supérieure en finance ou économie.
Une première expérience dans un poste similaire au sein d'une Banque Privée en Suisse.
- Niveau d'expérience minimum
- 0 - 2 ans
- Compétences recherchées- Rigueur, fiabilité, précision
- Sens du service à la clientèle (interne et externe)
- Coopération, esprit d'équipe, fonctionnement transversal
- Sens de l'initiative, esprit d'entrepreneur
- Outils informatiques
- Maîtrise de MS Office.Connaissance de S2i un plus.
- Langues
- Maîtrise du français et de l'anglais
- **Entreprise Indosuez Wealth Management**:
À propos de CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA est l'un des établissements de référence de la place financière suisse, figurant parmi les cinq premières banques étrangères du pays. Outre ses activités de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est également active dans les domaines des Marchés de Capitaux, du Financement Transactionnel de Matières Premières et de la Banque Commerciale. Présente en Suisse depuis 1876, elle compte aujourd'hui environ 1000 spécialistes répartis dans les fonctions commerciales, de produits et de services, ainsi que de support et de contrôle. Ses équipes conjuguent ainsi leurs connaissances de l'environnement local avec les nombreuses expertises et possibilités d'action du réseau mondial d'Indosuez Wealth Management, de la Banque de Financement et d'Investissement (Crédit Agricole CIB) et du Groupe Crédit Agricole. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.
-
Client Service Officer Cdd
4 weeks ago
Abu Dhabi, United Arab Emirates CA Indosuez Wealth (Group) Full time**Type de métier**: Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Intitulé du poste**: Client Service Officer CDD H/F **Type de contrat**: CDD **Durée (en mois)**: 4 **Date prévue de prise de fonction**: 01/11/2024 **Poste avec management**: Non **Cadre / Non Cadre**: Non cadre **Missions**: Généraliste du Wealth...
-
Compliance Officer Aml
5 months ago
Abu Dhabi, United Arab Emirates Al Wathbah Shares and Bonds Full time**Job Position**: Compliance Officer AML & FATCA/CRS: **Responsibilities**: - Be responsible for establishing/reviewing the written policies and procedures regarding the AML/CFT& FATCA/CRS, customer acceptance policies, the measures to control money laundering risk including guideline on the customer due diligence in accordance with the Anti-Money...
-
Client Service Associate
5 months ago
Abu Dhabi, United Arab Emirates Steps Communications Full timeCompile and update necessary documents and contracts. - Coordinate the tender process within the tender team, set deadlines and responsibilities. - Communicate with clients on the tender process. - Prepare presentation materials. - Gather meeting notes and input them to client files. - Ensuring a positive and professional client service experience. -...
-
Client Account Officer
5 months ago
Abu Dhabi, United Arab Emirates Kcal Full timePurpose of the role The Client Account (Customer Service) Officer is responsible to handle the accounts of Kcal Meal Plan customers and provide them with efficient customer service. Key Areas of Responsibilities Provide help and advice to customers about Kcal's products and services. Investigate and solve customers' problems whilst working closely with the...
-
Compliance Officer and Mlro
5 months ago
Abu Dhabi, United Arab Emirates LRI Invest Full timeDescription Role Location: Abu Dhabi Employment Type: Permanent Reporting line: Reports into the Regional Compliance Officer - Middle East Role and Responsibilities include: Setting, establishing and monitoring adherence to processes, policies and procedures to meet -compliance, legal and regulatory requirements. **Responsibilities**: COMPLIANCE...
-
Compliance Officer and Mlro
5 months ago
Abu Dhabi, United Arab Emirates LRI Invest Full timeDescription Compliance Officer and MLRO Role Location: Abu Dhabi Employment Type: Permanent Reporting line: Reports into the Regional Compliance Officer - Middle East Role and Responsibilities include: Setting, establishing and monitoring adherence to processes, policies and procedures to meet -compliance, legal and regulatory...
-
Compliance Officer and Mlro
5 months ago
Abu Dhabi, United Arab Emirates Apex Group Ltd Full timeCompliance Officer and MLRO (Arabic speaker) **Description** **Compliance Officer and MLRO (Arabic speaker)** **Role Location**:Abu Dhabi **Employment Type**:Permanent **Reporting line**:Reports into the Regional Compliance Officer - Middle East **Role and Responsibilities include**: Setting, establishing and monitoring adherence to processes, policies...
-
Client Services
5 months ago
Abu Dhabi, United Arab Emirates Man Group plc Full timeThis is an exciting opportunity to join a global asset management firm who have recently opened an office in the UAE. The organisation has broad capabilities and has an AUM of nearly $150Bn.We are seeking an individual to be responsible for the day to day servicing of clients in a fast moving environment. He or she will work closely with the head of the...
-
Client Service
11 hours ago
Abu Hail, United Arab Emirates ZAABEEL ADVERTISING LLC Full timePreparing Quotations and Invoices of Project Team and Walk in Clients Job Order Tracking of Project and Direct Clients Documentation within the scope of work assigned Accounts Receivable Follow-up Preparing AR Collection Report (weekly ) Host weekly Collection Meeting & prepare Minutes of Meeting Follow up for LPO/Payment with Client Submission of...
-
Compliance Officer and Mlro
5 months ago
Abu Dhabi, United Arab Emirates LRI Invest Full timeDescription Compliance Officer and MLRO (Arabic speaker) Role Location: Abu Dhabi Employment Type: Permanent Reporting line: Reports into the Regional Compliance Officer - Middle East Role and Responsibilities include: Setting, establishing and monitoring adherence to processes, policies and procedures to meet -compliance, legal and regulatory...
-
Client Service Manager
5 months ago
Abu Dhabi, United Arab Emirates Northern Trust Corp. Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Client Services Executive
5 months ago
Abu Dhabi, United Arab Emirates Plan B Events & Advertising Full timeMust have an in-depth knowledge on Events and Exhibition Industry - Cultivating solid relationships with clients through the provision of exceptional after-sales service. - Creating a positive onboarding experience for new clients. - Responding to client inquiries in a timely and professional manner. - Training and providing overall guidance to client...
-
Client Service Executive
5 months ago
Abu Dhabi, United Arab Emirates AMA Audit and Tax Advisory Full time**Client Service Executive** **AMA Audit & Tax Advisory** **Abu Dhabi** **Job Summary**: **Responsibilities**: - Build contacts with potential clients to create new business opportunities. - Conduct outdoor visits in the market to find potential clients. - Keep prospective client database updated - Make cold calls for new business leads - Maintain...
-
Client Service Manager
2 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Sundus Full timeKey Responsibilities:As a Client Service Manager at Sundus, you will serve as the primary point of contact for client inquiries, providing timely and accurate information.Key Deliverables:Prepare accurate and detailed quotations and invoices in response to client requests for quotations (RFQs).Collaboration and Communication:Effectively communicate project...
-
Team Lead
6 months ago
Abu Dhabi, United Arab Emirates Al Madina Agencies & Services Full timeRoles and Responsibilities - Complete and finalize investigations - Prepare and review reports on guidelines and outbreaks - Train and supervise the investigation teams - Participate in the related activities of the department Preferred experience - Very good skills in using Microsoft office. - Previous experience with leading team or project - Good...
-
Team Lead
6 months ago
Abu Dhabi, United Arab Emirates Al Madina Agencies & Services Full timeRoles and Responsibilities - Complete and finalize investigations - Prepare and review reports on guidelines and outbreaks - Train and supervise the investigation teams Preferred Experience - Very good skills in using Microsoft office. - Previous experience with leading team or project - Good background about public health and infectious diseases. -...
-
Client Tax Operations Utility
5 months ago
Abu Dhabi, United Arab Emirates JPMorgan Chase & Co Full time**JOB DESCRIPTION** Global Tax Operations primary responsibility is to maximize client's investments by either facilitating effective tax relief at source on client investment income or retrospectively reclaiming taxes from global tax authorities. This is a high-risk product with diverse market procedures, a significant change agenda and complex...
-
Client Relationship
5 months ago
Abu Dhabi, United Arab Emirates Royal Technology Solutions LLC Full time**Company Description** Royal Technology Solutions (RTS) is a subsidiary company of the IHC, operating in the UAE for over a decade. We take pride in our successful completion of projects with a reputation for meeting schedules and exceeding client expectations. Our management is committed to providing quality services for consulting and implementation,...
-
Sales & Client Services, Avp
5 months ago
Abu Dhabi, United Arab Emirates State Street Full timeWho we are looking for Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete...
-
Operations Officer
11 hours ago
Abu Dhabi, United Arab Emirates Terracotta International Full timeAct as the primary point of contact for assigned clients, building and maintaining strong, long-term relationships. - Understand client needs, identify opportunities for service enhancements, and ensure high levels of client satisfaction. - Respond promptly and professionally to client inquiries, requests, and concerns related to government services. - Guide...