Client Service Officer

Job Description

We are looking for a proactive Client Support Officer (CSO) who is passionate about building customer loyalty and is ready to contribute to 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 building strong relationships in a dynamic and stimulating work environment.

key tasks

• Receiving, preparing, and initiating the execution of client instructions in accordance with internal procedures (authorizations, completing internal forms, obtaining internal signatures where necessary, and forwarding the instructions to the appropriate department)
• Management of instructions received from customers
• Collection of client instructions in the event of corporate actions
• Monitoring the accuracy and completeness of customer files
• Monitoring outstanding issues and escalating them to the Customer Relationship Officer (CRO) as needed
• You will serve as the team’s point of contact for other departments within the bank as needed (troubleshooting, inquiries, etc.)
• You serve as the alternate point of contact for the Client Relationship Officer when dealing with clients (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 violations, collateral issues, overdrafts, etc.)
• Monitoring of operational quality on a daily basis (renewal of deposits, pending orders, MiFID profile, review of negative cash balances, etc.)
• Annual risk monitoring (inactive accounts, holdmail accounts, accounts with low balances, case escalation and follow-up, etc.)

Requirements

• Experience: At least 5 years in a similar role in private banking or financial services
• Skills: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS)
• Languages: Excellent knowledge of 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

• A customer-focused and service-oriented mindset
• A strong team player with a collaborative spirit
• A high degree of confidentiality and discretion
• Proactive and self-motivated
• Precise, reliable, and detail-oriented
• Open to new ideas and eager to learn new skills

Our values

• Responsibility: Taking on tasks and challenges and striving for continuous improvement
• Practical: Proactivity to deliver high-quality results quickly