
Expert Client Services Professional
1 week ago
Job Title: Client Service Specialist
We are seeking a highly skilled and dedicated individual to join our team as a Client Service Specialist.
- This role will involve providing exceptional support to Relationship Managers, ensuring seamless delivery of services to Private Banking clients.
- You will be responsible for administering tasks such as scheduling appointments, preparing correspondences, and making travel arrangements.
- Respond to client enquiries and instructions, and provide resolution to most issues and requests.
- Maintain accurate and up-to-date client data and reports.
- Support Relationship Managers in the provision of financial advisory services to clients.
Requirements:
- A minimum of 3 years of relevant experience in client servicing, operations, or sales support within financial institutions.
- A Bachelor degree or diploma in a related field.
- Strong understanding of financial products and services.
- Excellent interpersonal, communication, and client interfacing skills.
- Meticulous attention to detail and ability to thrive in a fast-paced environment.
- A future-oriented mindset with a willingness to innovate and adapt to changes.
- Ability to collaborate effectively across departments.
- Strong organizational and time management skills.
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