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Client:
Market Talent Ltd
Location:
London, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
1
Posted:
30.03.2025
Expiry Date:
14.05.2025
Job Description:
Our highly prestigious client is seeking a Client Services / Client Relations person to deliver a 5* star client experience and services to high-net-worth clients. This position requires a blend of query management, client service skills as well as compliance / KYC / AML adherence. You will be required in the Mayfair office 5 days per week (no hybrid offer now or in the future). Please only apply if this is 100% agreeable to you.
Key Responsibilities:
1. Wealth Management Services: Provide tailored financial solutions in collaboration with banking teams to meet clients' unique needs.
2. Transaction Management: Execute client transactions across banking, credit, and investment products, ensuring timely completion within audit and compliance standards.
3. Client Investigations: Address and resolve client inquiries, such as statement discrepancies and pricing issues, by coordinating with operational and middle office teams.
4. Account Maintenance: Manage updates to client accounts, including changes to contact information, account statuses, and fee structures.
5. Policy Enforcement: Uphold banking policies and procedures to maintain operational integrity and high client satisfaction.
6. Client Engagement: Organize and participate in client meetings and conduct service quality check-ins to strengthen relationships.
7. Business Development: Identify and document new business opportunities for referral to bankers or product specialists.
Experience Required:
1. Experience speaking with inbound customers regarding any type of query/request.
2. Experience of screening customers for identity purposes. Are they who they say they are?
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