Client Services Officer

Client Services Officer

  • Jornada Completa
  • Luxembourg

Web Indosuez


  • Provide administrative support including handling telephone calls, managing e-mails and mail
  • Support Wealth Managers 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)
  • Respond promptly to client queries regarding the history of the client’s account and/or regarding any information that can be consulted in the bank’s internal system and/or on the various financial instruments, with a constant concern for quality and personal service
  • Enter account opening and/or closing operations into the system
  • Ensure the correct and efficient execution of instructions received from clients and/or WMs (cash, securities, foreign exchange, deposit operations, etc.)
  • Follow up on the settlement of transactions
  • Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
  • Prepare standard or customised reports for clients with the approval of the Wealth Manager
  • Check all listings as part of the internal control system (debit balances, deposits, previous day’s transactions, overruns, credit reviews)
  • Participate in the preparation of credit application and periodic reviews of credit dossier
  • Perform KYC processes and regularly check the compliance of client files with the regulations and procedures in force (KYC, AML)
  • The role involves extensive telephone contact with clients, the development of commercial support relationships with them and the careful administration of their activities with Indosuez.


  • A previous experience in the Private Banking / Wealth Management sector will be considered a plus.
  • Good knowledge of the different types of operations (cash, securities, foreign exchange, credit, etc.).
  • Good knowledge of anti-money laundering rules and related procedures (AML/KYC)
  • Good knowledge of MS Office (Word, Excel, Outlook)
  • Excellent command of Spanish & English. French is a plus.

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