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The Client Services Officer role involves managing client accounts, optimising client servicing processes, and ensuring operational excellence within a dynamic and demanding environment. You will play a key part in delivering high-quality service and driving efficiency across the department.
Client Details
The client is a FTSE 250 financial services firm operating across multiple jurisdictions, with a reputation for excellence and a presence in over 40 countries. They are based in the City of London and prioritise their people and culture, offering an environment that fosters professional development and collaboration.
Description
The Client Services Officer will:
- Manage all aspects of the client journey, from pre-account submissions to ongoing account management.
- Ensure adherence to processes, procedures, and Service-Level Agreements (SLAs).
- Develop relationships with internal and external stakeholders, including clients and the wider business.
- Identify opportunities for client servicing enhancements and process improvements.
- Participate in operational projects and initiatives to maximise efficiency.
- Provide high-touch client service to the global client base.
Profile
The ideal Client Services Officer candidate will have over two years of experience in a client-facing role or KYC processing, with strong knowledge of KYC/AML requirements. They will possess exceptional attention to detail, time management, and problem-solving skills, with the ability to adapt to new challenges and deliver under pressure. Strong communication and strategic thinking, combined with a proactive and team-oriented approach, are essential.
Job Offer
The candidate will benefit from private medical insurance (covering employees and families), enhanced parental leave policies, an Employee Assistance Programme, and a pension scheme with a 5% employer contribution. Additional perks include sponsored learning and development opportunities, work-from-home equipment budgets, and access to an office equipped with a gym, free breakfast, and Friday drinks.
