Junior Client Service Officer

Stanowisko: Junior Client Service Officer

Miejsce pracy: Warsaw

As a recruitment company, DCG understands that every business is powered by experienced professionals. Our management style and partnership approach enable us to meet your needs and provide continuous support. Due to our ongoing growth and the large number of recruitment projects we undertake for our partners, we are currently looking for:

Junior Client Service Officer

Responsibilities:

  • Deliver wealth management services to the bank's clients with guidance from the Banker teams
  • Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely
  • Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
  • Coordinate account maintenance for all products with other teams
  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding the bank, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

 

Requirements:

  • 0-2 years relevant experience
  • Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
  • Ability to problem solve and analyse data with demonstration of attention to detail
  • Strong verbal and written communication skills
  • Very good command of English (oral and written)
  • Client facing experience; strong background and interest in the fields of operations and compliance
  • Bachelor's degree/University degree from economics, banking, finance etc

Nice to have:

  • Previous sales referral experience Knowledge of investments, banking, and credit products, experience related to lending products will be a plus

 

Offer:

  • Private medical care
  • Co-financing for the sports card
  • Training & learning opportunities
  • Constant support of dedicated consultant
  • Employee referral program

Agencja doradztwa personalnego (nr licencji 4642)

Dane spółki: DCG Sp. z o.o.,

Siedziba główna: ul. Towarowa 28, 00-839 Warszawa

Oddział: Aleja Grunwaldzka 50A, 80-241 Gdańsk

REGON: 141316780

NIP: 5222877930

KRS: 0001067305

Obserwuj nas:
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