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Client Support Officer

Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/SDK/32587
Contact Sophia Deen
Date posted 10-09-2019

We are seeking individuals from a client services/ client support background for an exciting new opportunity with a leading private bank. The candidate will assist CROs with banking and client-related administration such as: transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales.

Key responsibilities;

- Support CROs in acquiring new and developing existing client relationships
- Where certified, liaise with CROs to assess clients’ financial objectives
- Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required
- Arrange inbound/outbound references, cash collections and cheque books on clients’ behalf.

Key skills;

- Demonstrable knowledge / experience of Banking products and services
- Good IT skills, with particular knowledge of Microsoft Office
- Organised; able to work under pressure to ensure that deadlines are met
- Good time management skills

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Contact Sophia about this job

AVP, Consultant