Client Services Officer (CSO)

Job Description

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

Focus areas of work

- Banking and client-related administrative tasks, such as: wire transfers and payments, foreign exchange trading, monitoring and establishing bank deposits, and processing securities purchases and sales - Taking responsibility for initial contact with clients, following up on outstanding issues, and escalating matters to the CRO when necessary - Internal stakeholder management, including Operations, Compliance, and foreign entities, as required, to facilitate the completion of annual audits and onboarding documentation - Promoting, recommending, and arranging banking and investment products and services once the relevant qualifications have been obtained - Preparing supporting documentation on behalf of the CRO to ensure the timely completion of periodic audits and onboarding submissions - Completing 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, Client Desk Policy, Abuse Management)

Requirements

- Experience: 1–3 years of verifiable experience in a similar role in private banking or financial services - 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: IADV 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 challenges and willing to learn new skills

Our values

- Accountability: Taking responsibility for tasks and challenges, and striving for continuous improvement - Hands-on: Proactively and promptly 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 with an entrepreneurial spirit

Our services

We offer a comprehensive benefits package tailored to our employees’ needs and designed to support their well-being in many areas of life. Here are some of the fantastic benefits we offer our employees:

• A highly competitive, non-mandatory pension plan (with the option to make additional contributions through payroll deductions)
• Increased annual leave