Job Description
Descrizione dell'incarico
Funzione aziendale
Tipo di Funzione Crédit Agricole S.A. - Commerciale / Customer Service
Job Title
Client Service Officer- VIE M/F
Contratto
VIE
Data prevista per l'ingresso
01/10/2026
Posizione da Responsabile
No
Mission del ruolo
Support WMs in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening)
Perfom KYC administrative tasks
Respond promptly to client queries (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system)
Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
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