Description

As a Client Manager, you will engage in a variety of tasks, including supporting CRM activities, managing client queries, preparing for business trips, and maintaining customer data. This role ensures smooth operations and fosters strong client relationships.

Requirements

• •Master's degree in Banking, Finance, or equivalent
• •Attention to detail and high motivation
• •Extreme attention to detail with client information and payment data
• •Willingness and ability to work against deadlines with accuracy
• •Persuasive social and problem-solving skills with high service orientation
• •Highly self-motivated, open-minded, quick learner
• •Excellent time management
• •Reliability and teamwork skills
• •Ability to work efficiently under pressure and multiple priorities
• •Proficient knowledge of MS Office package, especially Excel
• •Fluency in Spanish and English, German would be an advantage
• •Banking knowledge
• •Deadline management skills
• •Detail-oriented
• •English language proficiency
• •Microsoft Excel proficiency
• •Problem-solving skills
• •Spanish language proficiency
• •Time management skills

Tasks

• •Support CRM administrative activities
• •Manage overdrafts and maturity products
• •Handle fiduciary renewals
• •Administer account opening and closing processes
• •Execute transactions and follow up on investments
• •Address client queries independently
• •Prepare for client visits and business trips
• •Manage pre- and post-processing of customer visits
• •Maintain customer administration and data
• •Provide administrative support to client advisors
• •Handle general correspondence
• •Execute orders and control customer payments
• •Renew and apply for credit lines, loans, guarantees, and credit cards
• •Conduct commercial follow-ups and special campaigns

Tools & Technologies