06 Feb 2019

Client Relationship Support

Ref 32049

A global private bank is looking to recruit a Client Relationship Support to join their team, to provide administrative support to a team of Private Bank, Relationship Managers and their client base.

 The role holder will primarily be responsible for managing the processes associated with client transactions, including the following:

  • Cash payments - including, input, call backs and some authorisation
  • General account maintenance
  • Customer account changes
  • Account closings
  • Assist RM with completion of periodic reviews.
  • Diary management
  • Assist with security transaction input.

The role also covers providing assistance with client events during the year.

The desirable candidate will have the following skills and attributes:

  • A professional qualification, such as CISI level 3 or similar is highly desirable, but not essential.
  • Sound, demonstrable, banking / security background desirable.
  • Banking experience developed at an administrator/clerical level.
  • Clear confident communication skills, internal and external stakeholders.
  • Ability to work under pressure

 

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