Purpose of the Job

Client Advisor Assistant function consists in giving commercial and administrative support to one or a team of Client Advisors and their clients in the field of follow-up of client portfolios and relationships. As Client Advisor Assistant, you are a key team member in ensuring superior client experience by providing excellent administrative, commercial and organizational support in all client-related processes. The function requires efficient and effective working methods and mastery of all client related processes.

Key Accountabilities

• Assisting the Client Advisors and the Desk Head with administrative/organizational arrangements and client processes for optimal support service delivery
• Execute administrative banking tasks : account openings and closings, manage debit balances, introduce credit requests, donation requests,…
• Process all client-related orders independently (execute stock exchange orders, payments, opening/closing of accounts)
• Pro-active engaging in all account related processes, controls, bookings, transfers,…
• Dealing with client requests in direct and frequent contact by phone and email
• Assist in the handling and resolution of risk, compliance and document related matters in close collaboration with the specialists of Compliance, Risk, Credits and Back Office
• Take an active role in the sales effort vis-à-vis the clients on a non-strategic level
• Deputize Client Advisors and other Assistants during their absences
• Take an active role in organizing events and client meetings

Knowledge and Experience

• Ability to represent Puilaetco in a highly professional manner in front of Private Banking Clients
• Strong client and service orientation, ready to go the extra mile, aiming for building long lasting client relationships
• Handling complex situations and relationships, delivering against high ambitions and expectations whilst maintaining attention to detail
• Capability to prioritize and adapt to quickly changing circumstances
• Able to build an internal network based on a strong professional attitude, looking for solutions

Attributes and Qualities

• Team player with excellent commercial and organizational skills
• Autonomous and dynamic personality with an entrepreneurial spirit
• Flexibility and ability to cope with pressure
• Team player who positively and proactively fosters collaboration
• Positive personality with excellent communication skills

Languages Skills

• Fluent in French and Dutch
• Good knowledge of English