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 fostering an entrepreneurial spirit to create long-term value. In this role, you will support the UK 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

The main tasks include:

• Banking and customer-related administrative tasks, such as wire transfers and payments, foreign exchange trading, 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 preparation of annual audits and onboarding documents
• Promotion, recommendation, and organization 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 audits and onboarding submissions
• Finalizing and processing loan applications and credit checks, as well as managing new loans from approval through disbursement
• Conducting research at the request of the CRO
• To serve as the 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 policies (e.g., Cross-Border, AML, Cider Desk Policy, Abuse Management)

Requirements

The requirements include:

• 3–5 years of verifiable experience in a similar role in private banking or the financial services industry
• 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 & CAMS preferred

Personal characteristics

Personal qualities include:

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

Our values

Our values include:

• Responsibility: Taking responsibility for tasks and challenges, and continuous improvement
• Practical: Proactive, to deliver high-quality results quickly
• Passionate: Dedicated and Striving for Excellence
• Solution-oriented: Focus on customer results and fair treatment of customers, guided by a risk-conscious mindset
• Collaborative: Promoting cooperation and teamwork. Working together with an entrepreneurial spirit

Our Services