Descrizione dell'incarico

Funzione aziendale

Tipo di Funzione Crédit Agricole S.A. - Commerciale / Customer Service

Job Title

Client Service Officer- VIE M/F

Contratto

VIE

Data prevista per l'ingresso

01/10/2026

Posizione da Responsabile

No

Mission del ruolo

Support WMs in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening)
Perfom KYC administrative tasks
Respond promptly to client queries (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system)
Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event