Client Service Manager

Brussels, BE, 1170

Purpose of the Job

 

Puilaetco - A Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

 

As successful canidate you will become a part of the FIM & AS Client Service Management team in Brussels and focus on providing operational and procedural excellence to our professional clients.
FIM & AS is a separate business line within Quintet and services professional counterparties (Financial Intermediaries) and Asset Managers.


As a Client Service Manager, you will be working closely with and be responsible to provide support to several Client Account Managers (CAM). As a Client Service Manager, you will be a point of contact for the client’s operational requests and general enquiries, and you will be actively and significantly contributing to the development of sustainable client relationships and a strong client experience. You will be providing superior administrative, commercial, organisational, and operational support across multiple client-related processes covering the whole lifecycle of the clients we serve.
 

Key Accountabilities

 

 

  • Maintaining and developing relationships with clients by being a trusted partner for the daily business in addition to the CAM (Client Account Manager) and BD (Business Development)
  • Being a point of contact for the client’s operational requests and general enquiries
  • Working closely together with BD and CAM to identify additional client needs and finding the best solutions
  • Supporting account opening process and delivering excellent client experience
  • Proactively flagging the potential risks that have been identified and supporting CAM on the periodic Due Diligence
  • Supporting Client Account Managers to manage appropriately the onboarding of new clients and the opening / closing of client accounts
  • Supporting Client Account Managers to carry out timely and appropriately risk assessment both for clients newly onboarded and existing clients in line with the internal FCC requirements and internal quality standards 
  • Supporting to ensure that all client related processes and transactions are carried out in accordance with applicable internal procedures
  • Assisting in the handling and resolution of risk, compliance, and document related matters in close collaboration with the specialists of Compliance, Risk, Credits and Operations
  • Living by and demonstrating a strong Risk & Compliance culture of in all relevant tasks and throughout the company. 
     

Knowledge and Experience

 

  • Working knowledge of investment products, rules and regulations, Compliance (Mifid, KYC, KYT, AML)
  • Experience in similar role is an asset
     

Attributes and Qualities

 

  • Accurate and attention to detail
  • Proactive, uses initiative and self-motivated
  • Client focused with effective communication skills
  • Ability to work under pressure within tight deadlines and client experience in mind 
  • Great organisational and prioritization skills
     

Technical Skills

 

  • Proficient use of MS Office

Languages Skills

 

  • French and Dutch: fluent or advanced
  • English: fluent or advanced