Client Service Officer

  • Kategoria
    Bankowość i usługi finansowe
  • Rodzaj umowy
    Praca Tymczasowa
  • Lokalizacja
    Warszawa

Adecco Poland Sp. z o.o. jest Agencją Zatrudnienia nr 364





Opis klienta:

What can we offer?

  • Salary up to 6500 PLN gross / month
  • Hybrid model of work in Warsaw – from modern office and from home (following training period)
  • Working hours: 9:00-17:00 CET
  • Project in banking sector


Zakres odpowiedzialności:

Responsibilities:

Main responsibilities will be related to CSO Team responsible for supporting the processing of client transactions across a wide variety of products in a timely manner coordinating across multiple teams (e.g. Product, Operations, Treasury, Credit), that includes but is not limited to below tasks:

 

  • Deliver wealth management services to 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 company, 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.


Profil kandydata:

Qualifications:

  • 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
  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience, knowledge of investments, banking, and credit products
  • Bachelor's/University degree or equivalent experience
  • Very good command of English (at least at B2 level)