Our client is a famous company working in the bank sector
Jobomschrijving
We are looking for a Client Support Assistant to temporary support the Private Bankers and Investment Managers in the day-to-day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support.The role will sit in a centralized team reporting to a local manager.
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You handle general inquiries from clients and assist Private Bankers in all aspects of client services to ensure clients' needs are met and ensuring a high level of client satisfaction, therefore contributing to client retention
You take ownership of all administrative aspects of a client relationship, including account opening and closing, valuations and other client related documentation, operational account problems.You coordinate marketing events invitations to support Private Bankers Confidential
You assist in the account opening and closing process, ensuring that the proper documentation is obtained in line with AML requirements
You take and execute clients' orders, including but not limited to money market, securities and FX spot transactions; check appropriateness/suitability where required
You process and follow-up to completion of all client payment instructions in a professional and timely manner relating to both internal and external requests; including call backs, signature verification, balance checks, instruction input and record keeping; critically assessing the transaction behavior and keeping the RM informed for AML purposes
You uphold regulatory and compliance policies / procedures to mitigate risks; ensure that the Bank is protected, including ensure stipulated regulatory requirements needed to perform this role are met (such as CPT requirement, attending anti-money laundering training, etc.)
You develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
You foster strong working relationships with other key departments in the bank
You act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct, flagging and managing reputational risks and conflicts issues