Client Support Officer - IAM

Tasks

• Receiving, reviewing, and preparing client instructions in accordance with internal procedures, including verifying powers of attorney, completing internal forms, and obtaining the necessary internal signatures.
• Recording and processing customer instructions in the banking system. Ensuring the accuracy, completeness, and daily updating of all values in SGI2.
• Recording and promptly processing customer instructions for internal teams (e.g., payments, confirmations, and margin call instructions) and ensuring a timely response from the relevant internal teams.
• Collaborate with and support corporate clients during the onboarding phase, including onboarding them into required systems/apps if the initial setup requires approvals; update client documentation; and serve as the point of contact for the compliance team on all matters, including the approval of fees between the client.
• 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 alternative point of contact for customers (e.g., answering calls, participating in on-site visits) to ensure continuity of service.
• Conduct daily online monitoring, including tracking limit breaches, collateral movements, account balances, and discrepancies with procedures, as well as checking for margin calls.
• Conduct daily monitoring of operational quality, including reviewing records, pending orders (for execution) after the close of business, and reviewing daily customer positions (discrepancies, warnings, etc.).
• Conduct annual risk monitoring activities, including the review of inactive accounts, held emails, accounts with low balances, and SMS customers, while ensuring appropriate escalation and follow-up.

Requirements

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