Client Support Officer

We are currently looking for a dynamic and passionate Client Support Officer to join our growing team of qualified professionals.

At PLEION Investment Adviser, our clients are our only focus, and our people are our key to being a truly successful organisation. We are committed to providing you with a challenging and rewarding working environment for you to fulfil your career objectives. We will help you unlock your potential through first-hand exposure to our international expertise and Swiss origins.

As Client Support Officer, you will be responsible for assisting the Team Leader – Client Services in the support and administration of clients’ portfolio and accounting transactions and processing.

 

Duties & responsibilities:

• Act as a named point of contact between the RM and customers dealing with a range of requests to avoid any overflow of work.
• Assist the Team Leader in Accounts Opening with local/International banks.
• Update client files regularly.
• Ensure all transfers and trades processed are within agreed Turnaround Time (TAT) and follow-up for completion on the system.
• Assist in the preparation and execution of Management fees on a quarterly basis.
• Provide administrative support, including correspondence and filing.
• Help with customers’ and/or RM’s enquiries regarding tariffs of various banks and deposit rates.

 

Qualifications and experience:

• Bachelor’s degree or higher in Accounting, Economics or equivalent.
• Minimum 2-3 years’ experience, preferably in the financial services industry.

 

Preferred Competencies:

• Knowledge of AML, CFT, Banking systems and processes.
• Possess an exceptional client service commitment.
• Have strong interpersonal, written and verbal communication skills with the ability to use these skills to communicate with high net worth clients, intermediaries and colleagues at all organisational levels.
• Be flexible and proactive to meet the changing needs of our clients.
• Be able to work autonomously.

 

Closing date: 06 May 2022

 

Does this sound like you? If you meet the requirements and are ready to take up a challenging role, submit your motivation letter by filling in our recruitment form here.

Successful candidates shall benefit from an attractive package based on qualifications and experience.

PLEION Investment Adviser Ltd reserves the right to contact only best suited candidates for the interview.