Commercial Assistant
Our client is an asset management company focused on managing portfolios of securities and financial assets on behalf of institutional and private investors. Its core business is to provide customized investment solutions to help its clients achieve their financial goals. As a Client Service Officer, you will be part of the Advisors team. You will support the team in all administrative and regulatory tasks related to customer relations.
Description
Main responsibilities :- Preparation and follow-up of bank account openings and customer relations.
- Supervision of advisors' diaries.
- Handling telephone calls from customers and custodian bankers.
- Administrative follow-up of client files in compliance with regulatory constraints.
- Support in preparing and following up appointments
- Preparation of reports for clients
- Updating various tools (e.g. CRM)
- Follow economic and financial news on a daily basis
- Marketing
- Preparing sales events
- Team sales dynamics
Your profile
- You have a bachelor's degree in economics or law (or equivalent experience) and at least 5 years' experience in a customer-facing team in the financial sector.
- You have proven skills or a genuine interest in the financial sector.
- You are proficient in Excel and have a good knowledge of the Office suite.
- You are fluent in French and have a very good knowledge of English and a working knowledge of Dutch.
- You enjoy working in a team
- You are a good listener and have a sense of initiative
- You are precise and detail-oriented
- You have a sense of responsibility and the ability to prioritize tasks
- You are adaptable in all circumstances
