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Position: 6 Months Contract Client Service Specialist – Analyst
Join an American MNC, which provides Private Banking, Asset Management, Treasury & Security Services, Private Wealth Management services and is one of the largest banks in the United States with a history dating back over 200 years. American multinational banking and financial services holding company with almost 240,000 employees in 60 countries
Act as the primary external client contact for day-to-day account administration and servicing;
Provide proactive personalized service, including transaction processing/execution of cash products, assist clients on cash flow management, inquiries, investigation handling, and account monitoring;
Assist the bankers in arranging credit facilities for their clients;
Assist the bankers in preparing statements for client meetings and marketing trips;
Assist the bankers with post-meeting follow-up, including execution of client instructions, account opening and other administrative tasks.
Min Degree in any discipline
Preferably 2-5 years of Client Service / Relationship Manager support experience with Private Bank(s);
Good working knowledge of all Private Banking products and relevant operational processes
Understanding of KYC and account maintenance documentations, corporation action processes and cash /securities settlement requirements including relevant market practices.
Understanding of industry control standards, particularly in relation to money transfers, securities settlement, hold mail, credit and other transactional services where applicable.
Good oral and written communication skills, capable of dealing with clients independently and able to understand client inquiries and problems;
Good interpersonal skills to service and maintain client and banker relationships; Possess judgment and discretion in working with highly confidential information;
Knowledge of all relevant systems and software packages including e-mail, Outlook, Excel, and other information sources;
Team player with the ability to work well with multiple bankers and other team members;
Detail-oriented and results-focused.
Interested candidates please email your CV in Word Format to Emily.email@example.com