Client Service Specialist, Germany
vor 3 Wochen
We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.
Job Summary:
As a Client Service Specialist in the Private Bank you would be regionally aligned to bankers and their client base in Germany. You would be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service.
Some examples of your daily responsibilities would be: executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address, stop payments and fees billing)
Job Responsibilities:
Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority Monitor client cash balances, where necessary liaising with clients to cover positions. Providing information, soliciting responses and recording elections for Corporate Actions on client accounts. Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the client Verify and maintain data quality as it relates to internal and external client hierarchy and account alignmentRequired Qualifications, Capabilities and Skills:
Minimum of Bachelor's degree or equivalent financial qualifications Strong relationship management, communication and time management skills Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly Previous experience in a similar role within the Financial services and/or Banking industryPreferred Qualifications, Capabilities and Skills:
Proficiency in additional languages would be beneficial-
Client Service Specialist, Germany
vor 3 Wochen
Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you. **Job Summary**: As a Client Service Specialist in the...
-
Client Service Specialist, Germany
vor 2 Wochen
Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you. **Job Summary**: As a Client Service Specialist in the...
-
Client Service Specialist
vor 4 Wochen
Frankfurt am Main, Deutschland Bank Vontobel Vollzeit-Bank Vontobel Frankfurt am Main, Germany Posted 43 minutes ago Permanent Competitive - Client Service Specialist- With portfolio management teams in Zurich, London and New York, Vontobel Asset Management is a specialist investment manager with a multi-boutique approach and has a track record of strong and consistent growth. As a multi-boutique we focus on...
-
Business Development Manager, Institutional Clients
vor 4 Wochen
Frankfurt, Deutschland Union Bancaire Privee VollzeitBusiness Development Manager, Institutional Clients - Germany Description With more than 250 people, Asset Management with its Investment Management as well as Institutional Clients unit has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships. We offer a select range of actively managed...
-
Client Service Operations Specialist, Officer
vor 2 Wochen
Frankfurt am Main, Deutschland State Street VollzeitClient Servcie Operations Specialist, Officer Who we are looking for Why this role is important to us Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As Client Servcie Operations Specialist, Officer you will Carry out core and complex processing activities in...
-
Client Engagement Specialist
vor 2 Wochen
Frankfurt am Main, Hessen, Deutschland DOW JONES VollzeitDescription : Client Engagement Specialist Frankfurt/Berlin With support, the Client Engagement Specialist (CES) manages all renewal aspects of the relationship with a defined set of customers. You are responsible for retaining the existing contract revenue within existing buying centers and supporting new sales into these accounts made by the Account...
-
Client Service Operations Specialist, Officer
vor 2 Wochen
Frankfurt am Main, Hessen, Deutschland State Street VollzeitClient Servcie Operations Specialist, OfficerWho we are looking forWhy this role is important to usJoin us if making your mark in the capital markets industry from day one is a challenge you are up for.What you will be responsible forAs Client Servcie Operations Specialist, Officer you willCarry out core and complex processing activities in accordance with...
-
International Private Bank
vor 2 Monaten
Frankfurt am Main, Deutschland JPMorgan Chase Bank, N.A. VollzeitWe are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you. **Job Summary**: Each Client Service Specialist (CSS) is regionally aligned to...
-
Head of Client Services
vor 3 Wochen
Frankfurt, Deutschland MRM VollzeitHead of Client Services MRM Germany Frankfurt or Berlin MRM is seeking a Head of Client Services to lead our team in Germany. You’ll own and develop our relationship with several key clients whilst playing a pivotal role in identifying and converting opportunities for us to grow. The Responsibilities: We’re looking for an experienced...
-
Theam Quant Funds Sales Specialist Germany and
vor 2 Wochen
Frankfurt am Main, Deutschland BNP Paribas Vollzeit**THEAM Quant Funds Sales Specialist Germany and Austria (M/F/d)** Frankfurt Full-time/Part-time permanent BNP Paribas Corporate & Institutional Banking is a bridge between large multinationals and mid-sized companies with international business activities (Corporates) and institutional investors and financial service providers (Institutionals). The...
-
Client Advisor, Germany, Executive Director
vor 3 Monaten
Frankfurt, Deutschland JPMorgan Chase & Co. VollzeitFor those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. ...
-
Global Client Services, Senior Client Services
vor 3 Wochen
Frankfurt am Main, Deutschland TIAA VollzeitAbout the Global Client Group The Global Client Group covers Distribution, Consultant Relations, Relationship Management, Client Servicing, and Learning & Development, and aims to deliver a ‘One Nuveen’ experience to our global client base. The Global Client Group is focused on establishing new relationships within the Institutional and Wealth channels...
-
Global Client Services, Senior Client Services
vor 4 Wochen
Frankfurt am Main, Deutschland TIAA VollzeitAbout the Global Client Group The Global Client Group covers Distribution, Consultant Relations, Relationship Management, Client Servicing, and Learning & Development, and aims to deliver a ‘One Nuveen’ experience to our global client base. The Global Client Group is focused on establishing new relationships within the Institutional and Wealth channels...
-
Client Engagement Specialist
vor 4 Wochen
Frankfurt am Main, Deutschland Dow Jones VollzeitJob Description : Client Engagement Specialist Frankfurt/Berlin With support, the Client Engagement Specialist (CES) manages all renewal aspects of the relationship with a defined set of customers. You are responsible for retaining the existing contract revenue within existing buying centers and supporting new sales into these accounts made by the...
-
Client Advisor Loan Documentation Germany
vor 2 Wochen
Frankfurt am Main, Hessen, Deutschland Deutsche Bank Vollzeit*English version below* _Lending Advisory & Service Germany (LAS) ist Teil der Trade Finance & Lending Organisation und versteht sich als Partner der Businessbereiche für den gemeinschaftlichen Erfolg am Kunden.Das Team Loan Documentation Germany ist eng mit dem Business (Relationship/Betreuern) verbunden und bildet eine Schnittstelle zwischen dem Front...
-
Frankfurt, Deutschland TIAA VollzeitNuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools...
-
Client Advisor, Germany, Senior Associate
vor 2 Monaten
Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...
-
Client Advisor, Germany, Executive Director
vor 2 Monaten
Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...
-
Client Advisor, Germany, Vice President
vor 2 Monaten
Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...
-
Client Investment Specialist
vor 4 Wochen
Frankfurt am Main, Deutschland UBS VollzeitGermany - Business development, Sales - Global Wealth Management **Job Reference #** - 289150BR **City** - Frankfurt am Main **Job Type** - Full Time **Your role** - Do you have a proven track record advising clients in discretionary and advisory solutions? Do you have expertise across a range of asset classes and markets? We're looking for someone like...
