Client Relationship Manager Porto

Client Relationship Manager
Porto
Porto, Porto District, Portugal

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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
-
- end 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 Power
  BI;
• Fluency in English and French (mandatory);
• Strong communication (written and spoken) and presentation skills;
• Ability to work in a
  - paced environment;
• Organized, ability to manage multiple tasks/projects and deadlines simultaneously.

We will only consider English CV's.

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 applicant’s 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.

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