Client Services Officer (CSO)

Job Description

We are looking for a proactive Client Services Officer (CSO) who is passionate about building client relationships and committed to helping us fulfill our mission of empowering entrepreneurial minds to create long-term value. In this role, you will support the MENA 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 stimulating and dynamic work environment.

key tasks

The most important tasks include:

• Banking and customer-related administration, such as wire transfers and payments, foreign exchange, monitoring and establishing bank deposits, and processing securities purchases and sales
• Serve as the primary point of contact for customers; follow up on outstanding issues and escalate them to the CRO when necessary
• Internal stakeholder management, such as Operations, Compliance, and foreign entities, as required for the completion of annual audits and onboarding documents
• Promotion, recommendation, and arrangement of 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 reviews and onboarding submissions
• Completing and processing loan applications and credit checks, as well as managing new loans from approval through to disbursement
• Conducting research at the request of the CRO
• As the primary point of contact for the team regarding internal stakeholders within the bank, as needed (troubleshooting, etc.)
• Compliance with the Code of Conduct and all internal regulations (e.g., cross-border, AML, clear desk policy, absence management)

Skills and Experience

The required skills and experience include:

• 3–5 years of verifiable experience in a similar role covering the MENA markets in private banking or financial services
• Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS)
• Technical skills: Proficiency in installed IT systems, ability to quickly learn new software
• Qualifications: IAO Level 4 or CeMAP preferred

Personal characteristics

The required personal qualities include:

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

Our values

Our values include:

• Responsibility: Taking responsibility for tasks and challenges, and continuous improvement
• Practical: Proactive and prompt delivery of high-quality results
• Passionate: Commitment