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Description de l'offre
At CA Indosuez Wealth Management, we are expanding our team of Client Services Officers.
Client Services Officer (CSO) – Wealth Management | Madrid and Valencia
Integrated within the Business Support Operation (BSO) division, we are seeking four Client Services Officers to join our private banking team and work closely with bankers and clients in our offices located in:
Madrid (3 positions)
Valencia (1 position)
What will you do:
Act as the key support for the Wealth Manager in daily client management—a pivotal role in client relationship and satisfaction.
Ensure seamless operations (accounts, orders, documentation)
Prepare relevant information for commercial decision-making
Interact directly with clients at critical moments
Coordinate with Compliance, Risk, and Operations
At CA Indosuez Wealth Management, we are expanding our team of Client Services Officers.
Client Services Officer (CSO) – Wealth Management | Madrid and Valencia
Integrated within the Business Support Operation (BSO) division, we are seeking four Client Services Officers to join our private banking team and work closely with bankers and clients in our offices located in:
Madrid (3 positions)
Valencia (1 position)
What will you do:
Act as the key support for the Wealth Manager in daily client management—a pivotal role in client relationship and satisfaction.
Ensure seamless operations (accounts, orders, documentation)
Prepare relevant information for commercial decision-making
Interact directly with clients at critical moments
Coordinate with Compliance, Risk, and Operations
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