Client Support Officer - IAM

Job Description

The position of Client Support Officer - IAM involves the following responsibilities:

Key tasks

• Receiving, verifying, and preparing client instructions in accordance with internal procedures, including reviewing authorizations, completing internal forms, and obtaining the necessary internal signatures.
• Initiating and entering client transactions into the banking systems, ensuring data accuracy and completeness and the proper handling of SAS warnings.
• Collecting and processing client instructions related to corporate action events; coordinating with relevant internal teams.
• Maintain and regularly update client files, ensuring accuracy, completeness, and compliance with internal and regulatory requirements; enter activity reports into the system as needed.
• Follow up on outstanding issues and problems, and escalate them if necessary to ensure a timely resolution.
• Serve as the point of contact on behalf of the IAM Desk for other departments regarding troubleshooting, information requests, and operational inquiries.
• Serve as an alternate point of contact for the CRO for clients (e.g., answering calls, attending meetings) to ensure continuity of service.

Monitoring and Control Activities

• Conduct daily and monthly credit monitoring, including reviewing limit exceedances, collateral shortfalls, overdrafts, risk concentrations, and significant losses, and escalate issues in accordance with internal policies.
• Conduct daily monitoring of operational quality, including payment extensions, open orders, MiFID profile reviews, and negative balance checks, and coordinate corrective actions with CROs and relevant departments.
• Conduct annual risk monitoring activities, including reviews of inactive accounts, hold-mail accounts, small accounts, and client claims, while ensuring appropriate escalation and follow-up.

Professional Experience and Skills

• 3–5 years of experience in a similar role in private banking or wealth management.
• A solid understanding of financial products and the broader financial services environment.
• A solid understanding of private banking processes, front-to-back workflows, and the client lifecycle.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Fluent in Greek and English.