13 Jan 2020

Client Services Officer

Ref 32908

A global bank is looking to recruit a Client Services Officer for a 7-month period, to provide support to the Shared Relationship, External Asset Manager and Investment Management teams. 

Key Tasks:

  • Dealing with and processing transactions and orders, reconciling, investigating and defining corrective actions while minimizing risk
  • Identifying and resolving workflow issues and referring problems to the appropriate specialist/area for resolution
  • Assisting management in the implementation of policies and procedures and providing feedback on resource requirements 
  • Providing overall support in the day to day processing of the front office teams
  • Monitoring queues to ensure payments are released in good time
  • Management of risk and controls 

The desirable candidate will be a team player, have experience of working in Private Banking / Wealth Management, have excellent organisational skills and have a knowledge of FATCA/AEI and or CRS would be of benefit.


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