Internship Client Lifecycle Daily Business (all genders)

at  Erste Group Bank AG

Wien, W, Austria -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate31 Jan, 2025Not Specified01 Nov, 2024N/AGood communication skillsNoNo
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Description:

Responsibilities:

  • Provide administrative support to account management team, by preparing and processing client inquiries related to the accounts and byproducts (cards, standing orders, yearly audit reports, signature verification, etc.)
  • Work closely with customers, account managers, service center, and product management to assure maintenance of up-to-date client records based on defined service level agreements
  • Assist with the resolution of client queries and issues, monitors and manages the system updates for existing clients
  • Liaise with other departments, such as Legal and Compliance, to ensure timely and accurate delivery of services to the client
  • Proactively give proposals for process improvements and digitalization potential, increasing efficiencies and improving customer experience
  • Provide regular reports and updates on account management related topics, assuring business continuity and timely completion of all tasks
  • Monitor and manage the KYC/AML/MiFID/FATCA review process and data remediation, ensuring adherence to regulatory and compliance requirements
  • Initiate the set-up of clients in the customer database and relevant trading systems, trigger the account opening process, and ensure all client data is maintained accurately and kept updated

REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Administration

Graduate

Proficient

1

Wien, W, Austria