We are looking for a STEP qualified Client Relationship Officer with 5+ years experience to be responsible for supporting the Client Relationship Manager in the day-to-day administration, client servicing, governance support and operational execution of assigned client structures.
You will be responsible for ensuring that assigned work is completed accurately, efficiently and within required deadlines and supports the achievement of your Business Unit/ Pod objectives through accurate and timely completion of delegated client work.
Key Responsibilities:
- Support administration of assigned client structures.
- Prepare client correspondence and documentation.
- Maintain accurate client records.
- Process client actions and requests.
- Monitor assigned actions and deadlines.
- Escalate delays, deficiencies or service concerns.
- Maintaining accurate client records across all group systems.
Skills and Experience
- Experience within a regulated fiduciary, corporate services or fund administration environment.
- Understanding of client administration processes.
- Understanding of corporate governance and statutory administration.
- Strong organisational capability.
- Strong written and verbal communication skills.
- Ability to manage multiple deadlines.
- Strong attention to detail.
- Ability to identify and escalate risks appropriately.
- Financial crime knowledge desirable.