Le poste
0301Client Administration & Management
02Supports the RMs and the team in client interactions in all respects
03Responds to incoming calls and takes prompt action
04Maintains and updates records of client instructions, details, and preferences
05Creates system-based reports for the RMs
06Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
07Handles and executes clients’ requests by processing orders, trades, transactions and, payments (outside e-channels)
08Business Management
09Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary
10Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality
11Conducts reviews, plans ahead and documents his/her own work at all times
12Provides professional input proposals for improvements based on experience, incident occurrence or observation
13Risk Management
14Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
15Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary
