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 Global South Asian Community Team and serve as a key liaison between clients and our internal teams to ensure the smooth execution of client instructions and build strong relationships in a dynamic work environment.

Focus areas of work

- Bank and customer-related administrative tasks, such as: Wire transfers and payments, foreign exchange trading, monitoring and setting up bank deposits, and processing securities purchases and sales - Taking responsibility for primary contact with clients, tracking outstanding issues, and escalating to the CRO as needed - Internal stakeholder management, including 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 CRO 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 CRO - Acting as a point of contact on behalf of the team for internal stakeholders within the bank, as needed (troubleshooting, inquiries, etc.) - Adhering to the Code of Conduct and all internal policies (e.g., Cross-Border, AML, Clear-Desk Policy, Absence Management)

Requirements

- Experience: 3–5 years of proven experience in a similar role in private banking or the financial services industry - Knowledge: Good 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 teamwork skills and 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

- Accountability: Taking ownership of tasks and challenges and striving for continuous improvement - Hands-on: Proactively and quickly delivering high-quality results - Passionate: Committed and striving for excellence - Solution-oriented: Focusing on customer results and treating customers fairly while maintaining a risk-aware mindset - Collaborative: Fostering cooperation and teamwork with an entrepreneurial spirit

Our services

- A highly competitive, non-contributory pension plan (with the option to make additional contributions via payroll deductions) - Increased vacation entitlement - Private health insurance - Dental and vision care - Life insurance - Income protection - Electric car leasing - Travel loans - A wide range of other benefits and opportunities for employees, such as wellness-