This job is expired

Client Service Officer

  • Moka
  • Not disclosed
  • Permanent
  • Added 16/05/2024 
  • Closing 15/06/2024

As a Client Service Officer, you'll primarily support the Senior Associate by efficiently onboarding potential clients. This role entails frequent interaction with the Administrator Team, Accountants in the Family Office International department, and other departments.

 

OVERALL PURPOSE

 As a Client Service Officer you will be primarily responsible for the provision of an efficient, professional administrative support service to Senior Associate of the Department, on on-boarding of potential new clients. This role will involve close and regular interaction with all members of the Administrator Team, Accountants within the Family Office International department and the other departments. 
 PRINCIPAL TASKS & RESPONSIBILITIES 

 • Assist other team members to manage : 
   - On-boarding of potential new clients by completing the internal workflow and by collecting the CDD on the related person
   - Working in collaboration with the Business Compliance Officer and the Risk and Compliance department to obtain all needed approval

Hidden Company
Advertise with Us
Help

We use cookies to customise our website for you, giving you the best possible user experience. If you continue without changing your settings, we’ll assume that you are happy to receive this personalisation. Find out more about our cookie policy

Accept & Close