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 Read more […]
Client Services Officer – Japanese Speaking recruitment
About Our ClientThis opportunity is with a global private banking institution offering a full range of private banking products and services. It prides itself in creating a nurturing environment for its employees and long lasting relationships with its clients. Recent development has created an opportunity for a Japanese Speaking Client Services Officer.Job DescriptionKey Responsibilities Processing operations and banking transactions including transfers, FX, cash and account management, fiduciary placements and reporting.Procurement of stock market orders i.e. stocks, bonds, options and structured Read more […]
Client Services Officer – Dublin role recruitment
Great opportunity for an experienced Client Services officer in Dublin! If you are keen to head home this could be a great opportunity.Key responsibilities:Responsibility and ownership for a set of client/fund relationships from a fiduciary perspective.Ensuring that the internal Trustee monitoring programme for a set number of clients, which includes monitoring the fund’s portfolio for compliance with regulatory requirements and assessment of internal control procedures, is completed within a monthly cycle.Ensuring breaches are identified, recorded and rectified in a timely and appropriate manner.Assist Read more […]