Client Management Assistant - banking sector (M/F/X)
Manpower España·Madrid, Spain
What they offer
Fixed-term contract
Per the ad.
What they ask for
Have the right to work in Spain
Manpower España doesn't mention sponsorship in the ad.
Speak native-level Spanish
Listed as a requirement in the ad.
Work on-site in Madrid
No relocation package mentioned.
Have 2+ years of experience
Mid-level role.
Pulled from the advert automatically — the full ad is what counts.
About the role
Client Management Assistant - banking sector (M/F/X)
🌟 About us and why this role matters
In our team, client management is not "doing administrative tasks": it's helping real people make important decisions about their financial future.
If you are motivated by the idea that your work adds value every day, this is the place for you.
🎯 Your mission in this role
As a Client Management Assistant, you will be a key link between the client and the financial team. Your main role will be to ensure that information flows clearly, accurately, and in an organized manner, and that every client receives excellent support.
What you'll do
In your day-to-day, you will:
- Support the department in managing client portfolios.
- Prepare reports, documents, and presentations for meetings.
- Review financial data and support basic analysis.
- Communicate with clients clearly and professionally.
- Resolve issues and anticipate potential needs.
- Work with Excel, databases, and internal tools to keep information up to date.
- Collaborate with different team areas to ensure everything runs smoothly and efficiently.
📚 What you need to succeed in this role
What we're looking for
- 🔎 Technical knowledge (essential)
- Basic knowledge of finance and financial markets:
What an asset is, an investment fund, fixed and variable income, an index, a stock, or a bond...
- At least 2 years of experience performing the tasks described and with the technical knowledge mentioned.
- Ability to understand how the main financial products work.
- Intermediate/advanced Excel skills (pivot tables, formulas, data management).
Nice to have
- ➕ Highly valued
- Experience in preparing reports or data analysis.
- Knowledge of Power BI.
- Experience creating PowerPoint presentations.
- Minimum English level B1 (ideal B2-C1).
What you'll get
🎁 What we offer
- Contract for sick leave replacement.
- Salary according to Category XI of Private Banking + Restaurant Ticket €14.08/day.
- Stable schedule from 09:00-18:00, with 2 intensive Fridays per month to improve work-life balance.
- Location in Madrid - Barajas, well connected and easily accessible.
How you'll work
📍 Madrid - Barajas Area
🕒 Schedule: 09:00-18:00 (2 intensive Fridays per month)
💼 Replacement for sick leave
💶 Salary according to Category XI of Private Banking + Restaurant Ticket €14.08/day
Hiring process
🙌 If all of this fits you...
We would love to meet you. We are looking for people with a desire to learn.
About the role
Asistente de gestión de clientes - sector banca (H/M/X)
🌟 Sobre nosotros y por qué este rol importa
En nuestro equipo, la gestión de clientes no es "hacer tareas administrativas": es ayudar a personas reales a tomar decisiones importantes sobre su futuro financiero.
Si te motiva sentir que tu trabajo aporta valor todos los días, aquí podrás hacerlo.
🎯 Tu misión en este puesto
Como Asistente de Gestión de Clientes, serás una pieza clave entre el cliente y el equipo financiero. Tu función principal será garantizar que la información fluya de forma clara, precisa y ordenada, y que cada cliente reciba un acompañamiento excelente.
What you'll do
En tu día a día harás cosas como:
- Apoyar al departamento en la gestión de carteras de clientes.
- Preparar informes, documentos y presentaciones para reuniones.
- Revisar datos financieros y apoyar en análisis básicos.
- Coordinar comunicaciones con clientes de forma clara y profesional.
- Resolver incidencias y anticiparte a posibles necesidades.
- Trabajar con Excel, bases de datos y herramientas internas para mantener la información al día.
- Colaborar con diferentes áreas del equipo para que todo funcione de forma fluida y ordenada.
📚 Qué necesitas para tener éxito en este rol
What we're looking for
- 🔎 Conocimientos técnicos (imprescindibles)
- Conocimientos básicos de finanzas y mercado financiero:
Qué es un activo, un fondo de inversión, renta fija y variable, un índice, una acción o un bono...
- Experiencia de al menos 2 años realizando las tareas descritas y con los conocimientos técnicos
- Capacidad para entender cómo funcionan los principales productos financieros.
- Manejo de Excel nivel intermedio/avanzado (tablas dinámicas, fórmulas, gestión de datos).
Nice to have
- ➕ Se valorará muy positivamente
- Experiencia en elaboración de informes o análisis de datos.
- Conocimientos de Power BI.
- Experiencia creando presentaciones en PowerPoint.
- Inglés mínimo B1 (ideal B2-C1).
What you'll get
🎁 Qué ofrecemos
- Contrato por sustitución baja IT.
- Salario según Categoría XI de Banca Privada + Ticket Restaurante de 14,08€/día.
- Horario estable de 09:00-18:00, con 2 viernes intensivos al mes para mejorar tu conciliación.
- Ubicación en Madrid - Barajas, bien conectada y de fácil acceso.
How you'll work
📍 Madrid - Zona Barajas
🕒 Horario: 09:00-18:00 (2 viernes intensivos al mes)
💼 Sustitución por baja IT
💶 Salario según Categoría XI de Banca Privada + Ticket Restaurante 14,08 €/día
Hiring process
🙌 Si todo esto encaja contigo...
Nos encantará conocerte. Queremos personas con ganas de aprender.
You'll most likely need Spanish to apply.This job was automatically translated to English, .
About the company
Manpower España
Staffing
Manpower España is a staffing agency.They recruit for client companies, so the employer you would work for is not named on this ad.