Client Services Executive

Job description

The Client Service Executive (CSE) provides essential operational and administrative support to Relationship Managers (RMs) and clients to help achieve the bank’s strategic and commercial goals. The role is multifaceted and requires strong technical, administrative, and organizational skills, combined with excellent interpersonal and communication skills.

Tasks

• Manage customer communications via email and phone to ensure timely, accurate, and professional responses
• Serve as a consistent point of contact for customers and provide daily administrative and service support
• Proactive support for relationship managers in managing client portfolios

Account Opening & Client Onboarding

• Supporting relationship managers with all aspects of account opening, from providing documentation to responding to customer inquiries
• Verification of the completeness and accuracy of the documentation received
• Verification and confirmation that sufficient information is included in the client profile, KYC, CCO, and investment profile, if necessary
• Conducting initial risk assessments and coordinating with internal risk, legal, and compliance teams to obtain approvals and open accounts

Transaction and Operational Support

• Management and processing of customer transactions, including:
• Payments (including independent signature verification, balance checks, credit alerts, and due diligence reviews of transactions)

Mail / Transactions & Ongoing Reviews

• Management of transaction data after the transaction, including reviewing CRM alerts and analyzing transaction activity in relation to the customer profile
• Follow up with relationship managers to ensure completeness and consistency
• Support for regular risk, AML, and document reviews
• Performing ongoing compliance and administrative tasks, including KYC/CCD updates and objective AML and risk assessments

Corporate Actions & Reporting

• The following individuals serve as points of contact for inquiries related to corporate actions from relationship managers and clients:
• Assistance with valuation reporting and security transfers, as needed

Account Maintenance

• Assistance with account closure in accordance with internal processes and regulatory requirements
• Participation in ad hoc departmental or bank-wide projects, as needed

Requirements

• Excellent verbal and written communication skills
• Strong interpersonal skills, with the ability to build and maintain effective working relationships with clients and internal stakeholders
• A customer-focused mindset with a commitment to delivering high-quality services
• Strong organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain high standards of accuracy
• Analytical and problem-solving skills