Client Service Officer

• Providing day -to -day administrative and operational support to Relationship Managers in the management of their client portfolios
  
• Preparing account documentation, onboarding files, and client instructions in accordance with internal procedures and regulatory requirements
  
• Coordinating with internal stakeholders (such as Compliance and Operations teams) to ensure timely and accurate processing of client requests
  
• Monitoring transactions and following up to ensure proper execution and settlement of activities
  
• Maintaining accurate and up -to -date client records in internal systems
  
• Acting as a point of contact for clients regarding operational and administrative enquiries
  
• Ensuring the highest level of confidentiality and adherence to internal policies, risk controls, and regulatory standards
  
• Supporting additional tasks and projects as required
  

Requirements

• Bachelor’s degree or equivalent qualification
  
• CACS Paper 1 and 2
• 5–10 years of experience in a client servicing role within Private Banking, Wealth Management, or a similar financial services environment
  
• Strong understanding of banking operations and client servicing processes
  
• Excellent written and verbal communication skills, with additional language skills depending on market requirements
  
• High level of attention to detail and ability to maintain accuracy under tight deadlines
  
• Strong organizational and coordination skills with the ability to manage multiple priorities simultaneously
  
• Excellent interpersonal skills and ability to interact effectively with internal teams and clients
  
• Client -oriented mindset with a proactive and solution -focused approach
  
• Ability to work efficiently in a fast -paced environment
  
• Team -oriented attitude with a collaborative and responsible approach to work
  
• Other Industry certification or professional qualification would be a plus