Client Service Officer

Job description

We are looking for a proactive Client Support Officer (CSO) who is passionate about building customer loyalty and committed to helping us fulfill our mission of empowering entrepreneurial minds to create sustainable value. In this role, you will serve as a vital link between clients and our internal teams, ensuring the smooth execution of client instructions and fostering strong relationships in a dynamic work environment.

Tasks

The main tasks include:

• Receiving, preparing, and initiating the execution of client instructions in accordance with internal procedures (authorizations, completion of internal forms, collection of internal signatures, and forwarding of instructions to the relevant departments)
• Management of investment instructions received from clients
• Collecting client instructions in the event of corporate actions
• Monitoring the accuracy and completeness of customer files
• Monitoring outstanding issues and escalating them to the Client Relationship Officer (CRO) as needed
• Serve as the point of contact for other departments within the bank when necessary (troubleshooting, inquiries, etc.)
• Serve as the alternative point of contact for customers (answering the phone, attending meetings, etc.)
• Conducting research at the request of the CRO
• Preparation of documents at the CRO's request
• Assisting the CRO with other delegated tasks
• Monitoring of loans on a daily or monthly basis (checking for limit exceedances, loan collateral, overdrafts, etc.)
• Monitoring of operational quality on a daily basis (renewal of deposits, pending orders, MiFID profile, checking for negative account balances, etc.)
• Annual monitoring of risks (inactive accounts, holdmail accounts, accounts with low balances, escalation of legal proceedings, and case-by-case follow-up, etc.)

Requirements

The requirements include:

• At least 5 years of experience in a similar role in private banking or financial services
• Strong understanding of private banking processes, financial products and regulatory requirements (KYC, AML, FATCA, CRS)
• Excellent proficiency in Greek and English; knowledge of other languages is a plus
• Technical skills: Proficiency in standard IT systems; ability to quickly learn new software

Personal characteristics

The required personal qualities include:

• A customer-focused and service-oriented mindset
• A strong team player with a cooperative attitude
• High level of confidentiality and discretion
• A proactive and self-motivated individual
• Accuracy, reliability, and attention to detail
• Openness and a willingness to learn new skills

We offer

We offer a dynamic and supportive work environment where your contributions are valued and recognized. Our values include:

• Responsibility: Taking on tasks and challenges and striving for continuous improvement
• Practical Implementation: Proactive and Timely Delivery of High-Quality Results