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The Post Onboarding Client Services Officer role sits within a fast-paced team, responsible for managing client accounts, overseeing payment processes, and ensuring operational efficiency. The successful candidate will play a crucial role in maintaining service quality, liaising with internal and external stakeholders, and driving improvements in client servicing.
Client Details
The client is an award-winning financial services firm listed on the London Stock Exchange, supporting clients across 50 countries from eight international offices. Despite its established presence, it continues to grow rapidly, offering significant career development and ownership opportunities for its employees.
Description
The Post Onboarding Client Services Officer will be required to:
- Manage client accounts, oversee payment processing, and ensure compliance with service-level agreements.
- Liaise with internal departments and external stakeholders to resolve queries and strengthen relationships.
- Identify opportunities for process improvements and contribute to business efficiency projects.
- Assist senior officers with the day-to-day activities of the Client Services team.
- Participate in team meetings, share insights, and develop expertise in banking and payments.
Profile
- Participation in team meetings, sharing observations and insights related to servicing.
- Involvement in all aspects of the client journey from end-to-end deal and transaction execution to ongoing account management.
- Ensuring that processes and procedures are adhered to.
- Ensure all payments are being processed in a timely manner and Service-Level Agreements are adhered to.
- Managing client accounts across a range of varied Client Funds Queries.
- Developing towards being a specialist in areas such as Banking and payments.
Job Offer
- Opportunity to become a Post Onboarding Client Services Officer within a thriving institution in the City of London.
- Competitive salary and private healthcare for employees and their families from day one.
- Equity opportunities for high performers and funded professional development.
- 25 days of annual leave plus public holidays, enhanced parental leave, and a cycle-to-work scheme.
- A modern office with an on-site gym and a free bar for Friday drinks.
