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Client Service Officer
- Permanent, Full Time
- Closing in 31 days
- Nedbank Private Wealth Ltd
as a Client Service Officer. The role holder will be responsible for the delivery of excellent quality client service through direct interaction with clients via phone call, email or in person, ensuring our service standards are met at all times. Client service excellence is delivered to internal and external clients and follows all the relevant policies in place, always displaying our culture and values.r
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Responsibilities & Dutiesr
Act as front line for all client enquiries and queries.r
Undertake a variety of banking administrative taskr
Provide unregulated business support for the wider Private Banking Team across all jurisdictions.r
Ensure that all client interaction is recorded in the appropriate digital systems. i.e. CRM.r
Manage security call backs in accordance with bank policy as required.r
Escalate all errors/expressions of dissatisfaction/Complaints in line with regulatory and bank proceduresr
Apply sound business judgment to identify and escalate any unusual or suspicious activities to senior management or the MLRO/Deputy MLRO as required and in accordance with bank policy.r
Drive towards the successful completion of annual goals, within specified timeframes.r
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Required Skills & Experience:r
Previous and proven experience in a financial services environment.r
An understanding of applicable regulatory framework in Isle of Man, Jersey or UK.r
Good level of skill in the use of standard Microsoft applications (Word, Excel, Outlook).r
Ability to work under pressure and meet deadlines with a high degree of accuracy.r
Excellent verbal and written communication skills, with the ability to communicate effectively with all clients.r
Have a detailed and structured approach to all administrative tasks.r
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Apply via our careers portal today: http://nedbank.peoplehr.net/Pages/JobBoard/Opening.aspx?v=1419795b-f2ff-41e3-807f-b8bd6e06c117