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 long-term 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 most important 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
• Collection of client instructions in the event of corporate actions
• Monitoring the accuracy and completeness of customer files
• Monitoring open issues and escalating them to the Client Relationship Officer (CRO) as necessary
• A link between customers and internal teams
• Alternative contact person for customers (phone, meetings, etc.)
• Conducting research at the request of the CRO
• Preparation of documents at the CRO's request
• Assisting the CRO with other tasks
• Monitoring of loans on a daily or monthly basis
• Monitoring operational quality on a daily basis
• Annual risk monitoring

Requirements

The most important requirements include:

• At least 5 years of experience in a similar role in private banking or the financial services industry
• 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: Proficient in standard IT systems; ability to quickly learn new software

Personal characteristics

The most important 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

Our values

Our values include:

• Responsibility: Taking on tasks and challenges and striving for continuous improvement
• Hands-on: Proactive and rapid delivery of high-quality results
• Passion: Commitment and pursuit of excellence
• Solution-oriented approach: Focus on customer results and fair treatment of customers, combined with a risk-aware mindset
• Partnership-oriented approach: Promoting collaboration and teamwork