Job offer
Client Account Manager
The Client Account Manager supports account managers in servicing high-net-worth and ultra-high-net-worth clients, performs administrative tasks and ensures the smooth running of day-to-day operations. The focus is on providing an outstanding customer service and experience.
Job description
Tasks
- Supporting account managers in delivering exceptional customer service and experience
- Supporting client advisors with administrative, risk-related, legal and compliance tasks and obligations
- Managing the day to day business of servicing High Net Worth / Ultra High Net Worth clients and providing high quality service
- Contact point for processing customer orders, e.g. share orders, foreign exchange, loans and deposits
- Direct contact person for daily banking activities and administrative work for our clients
- Management of daily customer transactions and execution of inquiries and troubleshooting
- Execution of account maintenance tasks and customer-related processes, e.g. account opening and closing, suitability checks, initial and recurring KYC and due diligence checks
Requirements
- Experience in the financial services sector, ideally
- Unwavering attention to detail, even under pressure
- Team player who stays calm when things get intense
- Works with absolute discretion, tact and diplomacy
- Fluency in English and preferably German
We offer
- New challenges
- A supportive team
- Opportunities for growth
- Flexible working options, if possible
- An inclusive culture that brings out the best in our employees
Job details
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