Client Services Officer - Wealth Advisory
Page Personnel
Milano, IT
2 gg fa

Il nostro cliente

Our Client is an International Prestigious Financial Advisory Firm based in Milan

La figura ricercata

Client Services Officer will provide administrative services for Private Wealth Clients with the following responsabilities :

  • Be the primary point of contact for all administrative procedures and ad-hoc queries raised by clients and Client Avisers
  • Ensure all payment requests are completed in a timely manner
  • Provide administrative support for client's banking requirements including loans, deposits and account transfers
  • Coordinate the process of new client take on
  • Ensure necessary AML and KYC documentation is obtained and reviewed along with all other compliance requirements
  • Mantain an overview of client documents and information recorded in internal systems to ensure appropriateness, completeness of information for KYC purposes
  • Assist with client reporting to ensure that periodic statements are sent within agreed timeframes
  • Oversee performance reportingandanswerclientqueries
  • Il candidato prescelto

  • Previous experience in a similar role at a Wealth Management firm
  • Diligent and high level of attention to detail even when working under pressure
  • Strong organisational skills and ability to prioritise
  • Excellent oral and written communication skills
  • MS Office
  • Fluent in Italian and English
  • Permanent Contract

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