Client Service Network Officer
Core
Middle office role acting as the first point of contact between Front Office and Operations to verify client instructions and documents.
Role type
Client Service Network Officer (Middle Office)
Builds
Operational support for private banking client instructions and documentation
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Independent verification, 1st level check and review of client instructions, banking transaction handling, data maintenance, reporting, team coordination
Preferred skills
Private banking background, client-focused approach, AI tools usage
Technologies
Excel, AI tools
Responsibilities
Assist Front office in resolving operational issues, Conduct independent verification with private clients, Perform 1st level check and review on client's instruction and documentations, Commit to enquiries related to banking transaction and documentations, Assist in ad hoc projects and tasks, Handling general administration duties including data maintenance and reporting
