Client Support Officer - Luxembourg - EFG International

EFG International

Entreprise vérifiée

Luxembourg

il y a 1 semaine

Posté par:

Jean Schmitz

Recruteur de beBee

**Main tasks

Receive, prepare and initiate the execution of customer's instructions complying with internal procedures (authorizations, establishment of internal forms, collecting of internal signatures if required, transmitting the instructions to the relevant department)
Manage investment instructions received by the Clients
Collect customer's instructions in case of corporate action events
Followup on the accuracy and the completeness of the customers files
Followup on pending issues and escalate to the Customer Relationship Officer (CRO) if necessary
Be the contact person on behalf of the team for the other departments of the bank whenever needed (troubleshooting, requests, etc.)
Be the alternative contact person to the Client Relationship Officer for customers (phone answering, meetings, etc.)
Perform research work upon CRO's request
Prepare any documental support on behalf of the CRO
Assist the CRO in any other delegated tasks
Monitor Credit on a daily or monthly basis (limit excess review, collateral excess review, overdrafts, risk concentration, significant loss, etc.)
Monitor Operation quality on a daily basis (deposit renewal, pending orders, MiFID profile, negative cash balance check, etc.)
Monitor Risk on a yearly basis (dormant accounts, hold mail account, small balance accounts, claims escalation and follow up on a case by case basis, etc.)

Your profile

Bachelor's or Master's Degree in Economics, Business Administration or Languages
At least 2 years of experience in the banking, insurance or financial services sector in client/customer services
Good knowledge of Financial Products and ideally Private Banking
Excellent French and English skills

Personal Competences

Account Officer