Client Services Executive recruitment
Client services executive
As client services executive you will be responsible for the administration of all client accounts. Responsibilities for this role include, but are not limited to:
• Working in conjunction with Compliance in the opening of new client accounts; performing all KYC (know your customer) and due diligence checks in accordance with FSA rules and regulations;
• Adhering to TCF policies (treating customers fairly) with regards to the opening and maintenance of accounts;
• Contacting prospective clients and explaining the process of opening an account;
• Maintaining and updating client records;
• Answering client queries in regard to their account;
• Responding to general email/feedback queries from clients/prospective clients and/or alerting the relevant department;
• Collaborating with Sales team and other client services colleagues to ensure client delivery;
• Ad Hoc projects;
• General office administration;
• Answering the phones and diverting calls to relevant departments;
• Knowledge of company products and services.