Junior Client Service Officer

Stanowisko: Junior Client Service Officer

Miejsce pracy: Warszawa

Data dodania: 17.04.2024

DCG is a modern technology company, gathering in its ranks IT related professionals. Due to the continuous development and the large number of recruitment projects that we carry out for our Partners, we are looking for a person for the position:

Junior Client Service Officer

Responsibilities:

  • Deliver wealth management services to the bank’s 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 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

 

Requirements:

  • 0-2 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
  • Very good command of English (oral and written)
  • 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, experience related to lending products will be a plus

 

Offer:

  • Private medical care
  • Co-financing for the sport card
  • Training & learning opportunities
  • Constant support of dedicated consultant
  • Team-building events organized by DCG
  • Employee referral program

Przed wyslaniem CV/dokumentów aplikacyjnych, uprzejmie prosimy kandydatów o zapoznanie się z klauzulą informacyjną.

Po zapoznaniu się z klauzulą informacyjną podaną przez Administratora Danych dobrowolnie wyrażam zgodę na przetwarzanie przez Ogłoszeniodawcę moich danych osobowych, zawartych w mojej ofercie pracy, dla potrzeb procesu tej rekrutacji oraz dla realizacji przyszłych projektów rekrutacyjnych.

Agencja doradztwa personalnego (nr licencji 4642)

Dane spółki: DCG Sp. z o.o., ul. Towarowa 28, 00-839 Warszawa                                                     

REGON: 141316780

NIP: 5222877930

KRS: 0001067305

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