As a Senior Client Service Officer, you'll provide admin support to Relationship Directors/Managers during client onboarding. You'll collaborate closely with the Trust Team, Accountants, and other departments.
OVERALL PURPOSE
As a Senior Client Service Officer you will be primarily responsible for the provision of an efficient, professional administrative support service to Relationship Directors/Managers, on on-boarding of potential new clients. This role will involve close and regular interaction with all members of the Trust Team, Relationship Directors / Managers, Accountants within the Family Office International department and the other departments.
PRINCIPAL TASKS & RESPONSIBILITIES
• Assist with the Relationship Manager with the New Business Approval Committee
• Complete any KYC documents necessary for the on-boarding of new clients; i.e. assisting with collecting all CDD necessary and work in collaboration with Compliance
• Assisting the Relationship Manager by completing the internal documents, such as Client Questionnaire, Self-certification and running internal risk rating
•Assist with ad’hoc requests or projects requested by the Head of Department