Job title: Private Banking Assistant
Job type: Permanent
Emp type: Full-time
Industry: Banking
Expertise: Banking
Location: Jersey
Job published: 10-09-2021
Job ID: 33227

Job Description

Our client is seeking a team player with strong interpersonal skills to support teams of Private Bankers ensuring that all aspects of the Client's experience are dealt with in a professional, accurate and timely manner.

The key purposes of the role are the following:

  • Manage incoming client mail, calls and referrals
  • Track all incoming client queries along with actions arising from client meetings and calls
  • Obtain reports for all clients on issues arising at client touch points outside of Private Banking
  • Co-ordinate all client service remediation activities, including calls and letters to client
  • Validate up to date client procedures and documentation from Business Assurance, Operations, Compliance or Lega
  • Money transmission, standing orders and payment processing
  • Monitoring of client debit/credit balances and taking appropriate action where necessary
  • Stock transitions/transfers in and out and within portfolios

The successful candidate will have an understanding of internal risk management, compliance and AML procedures, a good working knowledge of Microsoft Office and excellent numeracy skills.

For a full job description and more information, please contact me.

 

 

Apply with indeed Apply with linkedin
File types (doc, docx, pdf, rtf, png, jpeg, jpg, bmp, jng, ppt, pptx, csv, gif) size up to 5MB