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Client Support Officer FTC, Greater London
Client: Inspiring Interns
Location: Greater London, United Kingdom
Job Category: Customer Service
EU work permit required: Yes
Job Reference:
c54bd9716483
Job Views:
9
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
Responsibilities
Proposition & Productivity
1. Support CROs in acquiring new and developing existing client relationships, e.g: Cross-selling the products and services as appropriate. Participating in general marketing campaigns and events. Cultivating partnerships and referrals.
2. Keep up to date with industry, socio-economic and regulatory developments in client markets.
3. Contribute ideas and views to strengthen ongoing business and operational success.
4. Treat customers fairly, acting in their best interest and offering a transparent, efficient, and professional service within Fitness & Propriety Certificate permission remits.
Process & Platform
1. Where certified, liaise with CROs to assess clients’ financial objectives, attitude to risk, personal circumstances, and any existing portfolios to identify and advise on suitable bespoke strategies.
2. Handle incoming telephone calls, correspondence, individual diaries, filing and expenses.
3. Assist CROs/ CSOs in preparing for and attending client meetings and ensuring written records.
4. Assist with travel arrangements and preparation of papers for CRO/CSO business trips.
5. Maintain marketing information and support targeted activities as required.
6. Generate and distribute Banking Reports using the internal system.
7. Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required.
8. Arrange inbound/outbound references, cash collections and cheque books on clients’ behalf.
9. Liaise with internal stakeholders to deliver the following for clients in scope: Account opening: accurate and complete due diligence and client information packs. Client instructions: execution per internal procedures including: identification, call back payments, deposits, loans, FX deals, transfers and securities transactions. Credit applications: preparation and prompt supply of documentation. Client review: assist a timely and robust completion, e.g. PEP, credit and investments. Account monitoring: execution per internal procedures and any follow-on escalations or liaison with clients as appropriate. Record keeping: maintain up to date, clear and comprehensive client, business and transaction records. Ensure data in tracking systems are continually maintained.
10. Adhere to policies regarding Conduct Rules and regulatory obligations for each booking location.
11. Comply with 1st line of defence obligations: Follow the Risk Management Framework and associated training, policies and processes. Understand, manage and continuously refine the risks and controls for your role. Be alert to new risks, breaches or issues and report them in line with formal processes.
People
1. Follow the Bank's Values in all activities and support colleagues to also do so.
2. Maintain Certification fitness and promptly declare any relevant changes to your circumstances.
3. Stay aware of internal strategy and actively drive personal career and development plans to suit.
4. Support a ‘one team’ approach by respecting dependencies across departments and locations.
About You:
1. University degree in Business Administration, Finance, Law, Economics or related field.
2. Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX).
3. Good Windows office skills (excel, outlook, etc.).
4. Able to cope with pressure and handle a heavy workload.
5. Flexible and able to multitask.
6. Accurate and detail oriented.
7. Have an interest in a career in Financial Service and Compliance.
Values:
1. Accountable: we take ownership for tasks and challenges and seek continuous improvement.
2. Hands-on: we are proactive to rapidly deliver high-quality results.
3. Passionate: we are committed and strive for excellence.
4. Solution-driven: we focus on client outcomes and treat clients fairly with a risk-aware mind-set.
5. Partnership-oriented: we promote collaboration, teamwork, and entrepreneurial spirit.
Our client is a family and wants everyone to be proud of what they achieve as a team. Their rich variety of backgrounds, talents and perspectives means they've built a culture of respect where people are able to grow and be fairly recognised for what they bring. They have a range of support and benefit options and welcome open discussions about how they can help each person achieve their ambitions.
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