Client Advisor Assistant - Wealth Management

Job description

Adecco Credit & Banking is hiring for an international bank, a

Client Advisor Assistant - Wealth Management

The Team:
You’ll be working in the Middle Office team in Milan. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

We’re looking for a client advisor assistant to:
• support client advisors in delivering exceptional client service and experience
• be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
• assist with account opening, onboarding, due diligence and monitoring activities
• support with documentation for client meetings, business trips, investment proposals and the like
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

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
• works with absolute discretion, tactfulness and adaptability to changing demands
• fluent in English

We offer a fixed term contract, until December 2024, based in Milan
Gross annual salary: 33.8K. Full time

Disponibilità oraria: Full Time