17 apr 2024
Client Portfolio Assistant - Banking
| Branche | Zie onder |
| Dienstverband | Zie onder |
| Uren | Zie onder |
| Locatie | Amsterdam |
| Opleidingsniveau | Zie onder |
| Organisatie | Page Personnel |
| Contactpersoon | Zie onder |
Informatie
We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.
Description
- Assist the Account Manager in developing and managing a client portfolio.
- Prepare clients' KYC documentation.
- Process client daily payments efficiently and accurately.
- Participate in the improvement of operational procedures and contribute to product offerings and service quality.
- Prepare for commercial meetings and recommend appropriate ways to present and communicate the bank's products and services.
- Provide financial advice to clients to facilitate informed decision-making.
- Ensure timely responses to requests from prospects and clients, and monitor the overall process closely.
- Maintain the bank's image and reputation through effective oral and written communication.
- Report any customer complaints to direct management and the Legal & Compliance department.
Omschrijving
We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.
Description
- Assist the Account Manager in developing and managing a client portfolio.
- Prepare clients' KYC documentation.
- Process client daily payments efficiently and accurately.
- Participate in the improvement of operational procedures and contribute to product offerings and service quality.
- Prepare for commercial meetings and recommend appropriate ways to present and communicate the bank's products and services.
- Provide financial advice to clients to facilitate informed decision-making.
- Ensure timely responses to requests from prospects and clients, and monitor the overall process closely.
- Maintain the bank's image and reputation through effective oral and written communication.
- Report any customer complaints to direct management and the Legal & Compliance department.
