Client Relationship Manager
Client Relationship Manager
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Job Description
Team presentation and main goal:
The CRM officer part of the CSG organization aims to be the bridge between Business and CSG production. Responsible for ensuring a smooth flow of communication and providing an endtoend support for cases. Key tasks:
- Communication
- Prioritization and Coordination
- Facilitation
Main tasks and goals:
The CRM Officer will be the key point of contact for the Front Office an onboarding and annual review process.
Prioritization and coordination
- Identify the Business priorities
- Coordination with CSG Compliance other HUB NIM client Services to ensure the finalization of the vetting process in the deadline
Monitoring
- Prepare reports using KYC dashboard
- Provide a comprehensive and accurate overview of Global CSG production mainly KYC on a weekly communication
- Determine the necessary actions on the Front side with a focus on outstanding cases
- Conduct meetings with the Business to ensure an efficient workflow
- Support escalation done by analyst and formalize action using WMT
- Being able to provide explicit and accurate update on production status
- Raise issue and attention to management
Improvement of the chain
- Make recommendations /suggestions to standardize procedures and processes and to introduce new technology or improve the existing one;
- Be a force of proposition to constantly improve client service quality and streamline our processes.
Qualifications :
- Bachelor Degree in a relevant area;
- Strong computer skills especially in Excel and PowerBI;
- Fluency in English and French (mandatory);
- Strong communication (written and spoken) and presentation skills;
- Ability to work in a fastpaced environment;
- Organized ability to manage multiple tasks/projects and deadlines simultaneously.
We will only consider English CVs.
Additional Information :
At Natixis we are committed to fostering a working environment where each and every one of our people is treated with dignity and respect and where every voice is heard. Our differences make us collectively stronger and are a source of fulfilment innovation and performance.
In the framework of its Diversity Equity & Inclusion policy Natixis in Portugal has implemented a Blind CV Screening process with the purpose of reducing hiring bias. A blind CV excludes any personal details which refer to the applicants gender age or ethnicity. When applying for our positions please submit a blind CV that is with no picture name gender age nationality ethnicity and address. Your personal statement work experience courses and certifications education skills and contact information is what matters to us.
#MuchMoreThanJustAJob
Early morning. Campo 24 de Agosto. In 4 minutes you are clocking in at the office. Start your day having breakfast with the Team and grab fresh fruit on the way to your seat in one of Portos most typical neighborhoods. This Purple Day is going to be a busy one: daily meeting ensuring all team members are on the same page regarding work status priorities and blockers language class and just after a Talent Management meeting with your manager discussing your career path.
Lunch break. Today your Team is onboarding newcomers but also welcoming French colleagues: the perfect excuse to walk downtown and bond over a francesinha. When returning inhale nature and peace of mind in Natixis Urban Garden (look at the crops; ready to harvest!.
Back inside. Brainstorming session on a new exciting project in our disruptive and immersive Manaus Village. The afternoon went flying (tasks meetings some jokes with your teammates). End it on a high note: celebrating cultural diversity with a Diwali the Indian festival of lights.
Tomorrow you attend a conference led by influential speakers in your industry and the day after you will work from home benefitting from some focus time to complete that report and soft skills course on LinkedIn Learning. Once you are done with your work for the day strike the right note playing with Natixis band or be part of a board games session. If that is too steady for you meet your colleagues to catch some waves or sail the Douro river during golden hour.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
