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Client Service Executive

Eingestellt von Alexander Ash Consulting Ltd

Gesuchte Skills: Client, Support

Projektbeschreibung

My client a financial services organisation are currently looking for a Private Banking Executive to provide exceptional service to the clients in executing their requests and instructions and through this their aim is to establish a strong connection with the client.

Role incorporates a wide remit including Administration support which includes speaking to clients directly, opening new accounts, closing accounts making payments and corporate actions. The role holder is required to support Private Bankers in acquiring, servicing and retaining clients and the creation of enduring, deep and trusted relationships with clients and to support the team/business in the delivery of its targets and goals.

CORE ACCOUNTABILITIES:

CLIENT SERVICING

- The role holder will act as the main point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products with in Private Bank. He/She will respond in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business
- The role holder will keep Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or a sales opportunity is identified.
- The role holder will organise the Private Bankers, supporting their preparations for client success, for example, preparing a full client brief in advance of a meeting; researching a prospect; identifying relevant newspaper articles.
- The role holder will second authorise transactions/identifies potential risk/errors. He/She will maintain the system record of client requests, situation, events, and reports.
- The role holder will on board new clients and opens/modifies/closes product accounts. The administrative responsibilities will include handling incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients. He/She will prepare (non advice-giving) letters to clients for own signature and draft letters for Private Bankers, as well as ad-hoc reports for clients. This will also extend to performing daily operations and transactions on clients' accounts.
- The role holder will assist Private Bankers in ensuring adherence to the Global KYC policy. He/She will comply with all regulatory and Wealth requirements/procedures/controls and recognizes/manages risk. As well as identify opportunities to improve current procedures and ways of working to the benefit of clients.

PROFESSIONAL/TECHNICAL EXPERIENCE

- Non regulatory role
- Role holder does not provide advice but can give factual information in client communications/interactions.
- Where role holder prepares client letters and similar advisory documentation for a Private Banker, the Private Banker will always review and sign the documentation and take accountability.
- Strong PC skills (Word, Excel, Powerpoint)

PREFERRED

- Understanding of Wealth product set
- Understanding of Wealth organization - key service providers/teams
- Understanding of Wealth risk and control frameworks and procedures

If this opportunity fits your background and you're in the market for a new challenge then please apply now and I will be in touch shortly.

Projektdetails

  • Vertragsart:

    Contract

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

Alexander Ash Consulting Ltd