Wealth Management Client Account Manager

Azienda: Adecco Italia Spa
Data annuncio: 14/08/2022
Sede di lavoro: Modena

Adecco Credit & Banking is hiring a

Client Account Manager - Maternity Cover

We're looking for a Wealth Management Client Account Manager:

• Partner Client Advisors in delivering physical & digital exceptional client service and experience
• Be point-of-entry contact for clients with account queries, stock orders, payments, etc.
• Support with documentation for client/ prospect meetings, investment proposals, etc.
• Assist with client requests (incl. account opening, onboarding, due diligence) and monitoring of activities

You'll be working in the Client Account Managers team in Modena.
As Client Account Manager, you'll play an important role in our delivery of bespoke client services.

Your expertise
• Financial services experience, ideally within a client facing team
• Unyielding attention to detail, even when under pressure
• Team player that remains calm while managing conflicting priorities
• Ready to work with absolute discretion, tactfulness and adaptability to changing demands
• Digital savvy
• Fluent in English

We offer a fixed term contract, maternity cover

Categoria Professionale: Banche / Assicurazioni / Istituti di Credito

Città: Modena (Modena)

Conoscenze linguistiche:

  • Inglese

Disponibilità oraria:

  • Full Time
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