10 Jul 2024

Client Services Officer

Ref 36933

Can you use your initiative, work under pressure, and to tight deadlines? Our client is seeking a Client Services Officer to join their Client Support team.

Key responsibilities:

  • Participating in relevant meetings
  • Reviewing adherence to policy and procedures and raising any issues
  • Posting service fees
  • Dealing with queries promptly
  • Executing client requests and instructions

Key criteria:

  • High attention to detail
  • A willing and flexible attitude
  • Excellent communication skills
  • Experience of maintaining good client relationships, and delivering a good service
  • Strong organisational and administrative skills

Preferably, you will have Trust or Finance experience, and/or transferable skills, with a keen interest in Trust. The candidate will need to have, or be willing to study, towards a professional qualification. If this sounds interesting, and you want to find out more, then get in touch with one of our team!

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