Job offer
Client Service Officer, Paris 2 (M/F)
The Client Service Officer supports the team in Paris with administrative and commercial tasks, such as managing client accounts, handling financial transactions, and communicating with clients. The position requires a degree in finance or a related field and is open to recent graduates or experienced candidates with up to two years of professional experience.
missions
The Paris team consists of 15 employees and is seeking a partner to support its business development efforts. Responsibilities of the Sales and Administrative Assistant:- Administrative tasks: Preparing account opening documents, monitoring the verification and approval of account openings, and ensuring that these documents are complete.
- Back-office operations: Placing stock market orders, life insurance transactions, monitoring deposit transactions, wire transfers, debits, and collections; issuing account statements; tracking check processing; and monitoring investment funds (mutual funds, SICAVs, SCIs, etc.)
- Monitoring of various investments, TFR obligations, MEA, KVC, ETD, etc.
- Customer service hotline: Handling inquiries (investments, products, account status, balances, assets, fund availability, etc.).
- Management of administrative tasks (bank transfers, securities, etc.).
- Accounting data to populate the database for reporting ...
- Management of internal reporting items and monitoring of bank transactions
- Invitation and follow-up regarding the preparation of documents for the Human Resources Department
Candidate criteria
- Minimum level of education: Bac +5 / M2 and above
- Education / Specialization: You hold a master’s degree in wealth management (or finance more generally) and are a recent graduate, or you have 5–10 years of banking experience and a master’s degree in administrative support or back-office operations
- Minimum experience level: 0–2 years
Compétences recherchées
- You have a solid understanding of banking and financial operations, and you are fully proficient in using standard tools
- Required qualifications: Strong attention to detail, reliability, excellent communication skills (verbal and written), ability to work independently, organizational skills, product prioritization, sales management, strong numerical skills, dynamism, proactivity, and team spirit
Information technology tools
You are fully proficient in office software.Job details
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