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Client Service Coordinator/Team Lead at PWM&FO | SEB, Helsinki

Categories
Retail & Private Banking, Wealth & Asset Management
Apply before
25 May 2025
Location
Helsinki
Hybrid
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We are looking for a highly motivated team player to join our Private Wealth Management & Family Office team in Helsinki as a permanent Team Lead for Client Service Coordinators.

Since SEB was founded in 1856, our focus on customers and long-term relationships has been at the heart of our success. We aim to drive positive change by providing capital to help everyone reach their goals and accelerate progress towards a sustainable tomorrow. As a leading financial services group in northern Europe, we'll help you grow and empower you to take on more responsibility to create a real difference. Welcome to SEB.

About the role

You will be an important part of our professional team, responsible for providing the best customer service to our Private Wealth Management & Family Office clients. You will be responsible for engaging with clients and ensuring they receive exceptional support. Your primary goal will be to facilitate smooth communication and provide comprehensive assistance to our clients, ensuring their needs are met effectively. Working closely with Client Executives and other SEB teams is crucial as you need to address client needs and concerns as they arise.

As Team Lead your responsibility is to act as one point of contact for the team, addressing any issues or challenges that arise and finding solutions to ensure smooth operations and client experience. You will liaise closely with the Head of Private Wealth Management and the Client Executives to understand their needs and set structure for the tasks. Team Lead role is a coordinator role without manager or HR responsibility.

To thrive in this role, we believe you have

• Understanding of wealth management business processes and ability to prioritize work tasks together with the team and Client Executives
• Experience in leading a client service team whilst ensuring that work tasks are equally distributed and orderly managed in the team
• Focus on the customer and interest in providing a high level of service both internally and externally, with the ability to improve ways of working
• Collaborative and problem-solving mindset with a drive for self-learning
• Excellent communication skills (spoken and written Finnish and English, Swedish is seen as an asset), and an efficient and structured way of working
• Bachelor’s degree in business (or equivalent) and couple of years’ work experience within the financial sector, preferably from client service

What we offer

• International opportunities and working environment
• Friendly and welcoming culture
• Encouraging work-life balance
• Extensive training and learning opportunities

We are 300 colleagues in Finland, working at our activity-based office in the centre of Helsinki. Our office is designed for us – to support good collaboration and wellbeing at work. We are proud of our high engagement and job satisfaction. At SEB you can combine the opportunities of an international organisation with the responsibility, flexibility and variety of tasks enabled by our relatively small and thus agile teams in Helsinki.
Do you want to be part of SEB?

Do you want to be part of SEB? Welcome to our inclusive culture, where our shared values inspire and uplift our team. We celebrate diversity and strive to ensure every employee feels seen, heard, and valued.

We review applications on a rolling basis and will close the positions once we find suitable candidates, so we encourage you to apply as soon as possible. The final deadline for applications is 25th of May 2025. If you have questions about the position, please contact Tomi Tuominen by e-mail at tomi.tuominen@seb.fi.

Learn more about working at SEB here: https://seb.fi/tietoa-sebsta/tietoa-meista.
It is our fundamental belief that inclusion and diversity is crucial for our future success. We strive to have an inclusive, value-driven culture where employees feel valued, respected, and involved irrespective of who they are, what they believe or where they come from.
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