Client Service Officer

2 tygodni temu

Warszawa, Mazovia, Polska ITDS Business Consultants Pełny etat

Warsaw-based opportunity with the possibility to work hybrid

As a Client Service Officer, you will be working for our client, one of the largest private bank in the world. You will be monitoring, assessing, analysing and/or evaluating processes and data within the Global Wealth Management Team

Your main responsibilities: Main responsibilities will be related to CSO Team responsible for supporting the processing of client transactions across a wide variety of products in a timely manner coordinating across multiple teams (e.g. Product, Operations, Treasury, Credit)
  • Deliver wealth management services to Private Bank 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 private 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
You're ideal for this role if you have:
  • 1-2 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
  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
  • Bachelor's/University degree or equivalent experience

#GETREADY to meet with us

We would like to meet you. If you are interested please apply and attach your CV in English or Polish, including a statement that you agree to our processing and storing of your personal data. You can always also apply by sending us an email at .

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