Job offer
CDI - Client Service Officer (M/F) in Lille
The position of Client Service Officer in Lille offers an opportunity to work in customer service and banking operations, with a focus on administrative and commercial support. The ideal candidate has at least 3–5 years of experience in banking and a solid understanding of banking operations and finance.
missions
The 15-member Life Corporate team is looking for a new team member to strengthen its ranks and support the business development of new client assets. The main responsibilities of the position are:- Administrative Management and Sales Follow-up
- Management of administrative and commercial operations
- Monitoring of operations (in full compliance with procedures)
- Follow-up on quality/risk alerts (customer disputes)
- Customer Service Hotline
- Answers to customer questions
- Management of Banking Services and Payment Methods
- Participation in sales follow-up
- Data entry and CRM management, as well as customer contact
- Preparation of client/recipient RIOs, documentation, and sales letters
- Assistance with the development of internal reporting materials
- Invitations and follow-up for client events
Profile recherché
- Minimum level of education: Bac + 2 / L2
- Education / Specialization: Degree in the field of wealth management (specifically finance)
- Minimum experience: 3–5 years
- Required skills:
- Good knowledge of banking and financial operations
- Proficiency in office software
- Required qualifications:
- Writing skills
- High standards, reliability
- Quality of expression (oral and written)
- Autonomy, organization, and priority management
- Business acumen, ability to listen
- Dynamism, initiative, and team spirit
- Good knowledge of banking operations
- Proficiency in office software and the ability to adapt to new IT tools
Information complémentaires
- Job location: Lille, France
- Geographic area: Europe, France, Hauts-de-France, 59 - Nord
- Remote work: hybrid
Job details
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