Client Services Officer (CSO)

Job Description

We are looking for a proactive Client Services Officer (CSO) who is passionate about building client relationships and is ready to contribute to our mission of empowering entrepreneurial minds to create long-term value. In this role, you will support the UK team and serve as a key link between clients and our internal teams to ensure the smooth execution of client instructions and build strong relationships in a stimulating and dynamic work environment.

key tasks

- Bank and client-related administrative tasks, such as: wire transfers and payments, foreign exchange trading, monitoring and setting up bank deposits, and processing securities purchases and sales. - Serving as the primary point of contact for clients, tracking outstanding issues, and escalating matters to the CSO when necessary. - Managing internal stakeholders such as Operations, Compliance, and foreign entities as required for the preparation of annual audits and onboarding documents. - Promoting, recommending, and arranging banking and investment products and services once the relevant qualifications have been obtained. - Preparing documents on behalf of the CSO to ensure the timely completion of periodic audits and onboarding documents. - Preparing and processing loan applications and reviews, as well as managing new loans from approval through to disbursement. - Conducting research at the request of the CSO. - Acting as a point of contact on behalf of the team for internal stakeholders within the bank, as necessary (troubleshooting, inquiries, etc.). - Adhering to the Code of Conduct and all internal policies (e.g., Cross-Border AML, Clear Debt Policy, Absence Management).

Requirements

- Experience: 3–5 years of demonstrable experience in a similar role in private banking or the financial services industry. - Knowledge: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS). - Technical skills: Familiarity with standard IT systems; ability to quickly learn new software. - Qualifications: IAD Level 4 & CeMAP preferred.

Personal characteristics

- Service-oriented and customer-focused attitude. - Strong team player with a cooperative spirit. - High level of confidentiality and discretion. - Proactive and self-motivated. - Detail-oriented, precise, and reliable. - Open to new ideas and willing to learn new skills.

Our values

- Responsibility: Taking ownership of tasks and challenges, and striving for continuous improvement. - Hands-on: Proactively delivering high-quality results. - Passion: Commitment and a drive for excellence. - Solution-oriented: Focusing on customer outcomes and treating customers fairly while maintaining a risk-aware mindset. - Partnership-oriented: Fostering collaboration and teamwork. Working together with an entrepreneurial spirit.

Our services

- A highly competitive, non-contributory pension plan (with the option to make additional contributions via payroll deduction). - Extended vacation entitlement. - Private health insurance. - Life insurance. - Income protection. - Electric vehicle leasing. - Travel loans. - A wide range of other benefits and opportunities for employees, such as