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Client Service Officer - Private Client

Purpose of the role:

Provide appropriate support and assistance to the UK Business sales teams (IPB EMEA and UK Consumer) by managing/implementing the administration processes associated with ensuring timely execution of submitted transactions.

Responsibilities:

  • Provide clients with banking information and other general non investment related activities
  • Addition or change of personal details
  • Handling and processing of new account documentation in coordination with SRMs/RMs who are solely responsible of the completeness and sanity of the Account opening documentation before handing over to Operations
  • Confirm with client as and when required per guidelines
  • Complete transfer of funds to Product providers
  • Accurate record keeping and assistance in providing and maintaining records
  • Non-advised trade support (subject to appropriate regulatory qualification and T&C guidelines)

Skills required:

  • Operational experience or aptitude for process management
  • Demonstrated client service experience
  • Ideally university graduate
  • External certifications recognized by the JFSC (CISI IAD Level 4 preferred)
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience
 

Private Client

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