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2 weeks ago
The Client Service Operations role is a key position within our organization, responsible for providing quality solutions and representation that drive success for front office teams. As a CSSO, you will be the process and project expert who enable front office teams to focus on their core business.
Key Responsibilities:
- Provide support to Front Office in administrative duties such as account opening documentation preparation, letter preparation/issuance, and Account Closure process
- Perform independent callbacks for affirmation of client instructions or as directed by management
- Act as the point of contact for the Front Office – Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers, and internal clients from Controls or Operation Departments
- Support/Perform Front Office Control and Risk management duties
- Process and policy reviews
- Identify improvement areas, re-organizing workflows, design, and implement business plans to smoothen Front Office processes
- Project management, stakeholder engagement, and execution of remediation exercises and process changes implementation
- Conduct presentations to stakeholders for initiatives managed by CSSN
- Support Business Risk Manager in risk management initiatives
- Possibly perform CSO Business Management duties
- Administrative duties as required
- University degree in any discipline
- Minimum 3 - 5 years of relevant experience in a similar function, Private Banking experience will be an advantage
- Meticulous and accurate in executing work assigned with a strong risk control approach
- Demonstrates accountability and initiative
- A problem solver who actively seeks solutions to resolve issues with demonstrable analytical skills
- Able to multi-task and work under time-sensitive environments
- Excellent organizational skills
- Team player with the capability to work independently
- Excellent inter-personal skills
- Demonstration of appropriate values and behaviors including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence, and continuous development, adequate risk management, and compliance with applicable laws and regulations
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