Client Services Officer, Private Bank recruitment

• Provide accurate and timely support to Relationship Managers and Private Bank clients
• Be aware of and assist Relationship Managers in achieving their revenue and AUM targets
• Handling of Relationship Manager’s inbound calls where necessary
• Produce high quality phone and written correspondence to clients
• Liaising with other Departments where necessary, promptly inform Relationship Managers and the management team of any complaints. For Jersey clients ensure these are logged in Command
• Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank’s policies and procedures
• Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients
• Call Backs to clients to verify high risk payments, change of addresses, enquiries and various administrative matters etc
• Assist with the preparation of Client Due Diligence (CDD) reviews and ensure deadlines are met, follow up of issues raised as required by Relationship Manager
• Respond to client/RM/ investigations by phone/fax/e-mail
• Daily review of overdraft, account balance and deposit reports
• Amex card and debit card ordering and all card related enquiries from clients, transferring these to the Amex or debit card centre wherever possible. Ensure all Amex card clients are on the DSA or on direct debit.
• Deal with Account Opening documentation and queries as required, ensure paperwork is sent to filing on a regular basis
• Co-ordinate all client visits to ensure pertinent information is available eg. Hold mail, credit cards, documentation for client’s signature etc
• Accurate account of all client contact to be documented via a call report or for Jersey clients via onewealth, command, datastore etc.
• Deal with and process payments, deposits, securities transaction and credit applications accurately and within deadlines and follow up with any queries
• Spotting cross-sell opportunities and referring to Relationship Managers where appropriate
• Referral of all sales and upgrade opportunities to Relationship Managers
• Take all required exams to become registered as CF30 with the FSA and when FSA registered act as alternate to Relationship Manager
• Log of CPD activity to be kept up todate and submitted quarterly to the CPD supervisor
• Ensure the FSA’s Treating Customer’s Fairly standards are consistently met