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.