Chargé de relation clients (F/H)
Core
Client-facing role supporting wealth management advisors by handling inbound calls and chat inquiries, guiding clients through digital subscription processes, and identifying future opportunities.
Role type
Client relations specialist (wealth management)
Builds
Digital subscription workflows for financial products
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Inbound call handling, chat support, digital subscription guidance, financial product knowledge, reporting
Preferred skills
Synergy with advisors, opportunity detection
Responsibilities
Answering client and prospect inquiries via phone and chat, assisting with digital subscription finalization, creating synergy with agency advisors, reporting in management tools
Seniority
Junior to Mid-level, hands-on IC
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