Client Services Officer
Core
Supporting clients throughout the entire client lifecycle, from onboarding through ongoing account management, ensuring service excellence and regulatory compliance.
Role type
Client Services Officer
Builds
Global client portfolio services for a corporate payments line of business
Domain
Financial services / Corporate Payments
Deliverable
client delivery
Required skills
Client relationship management, KYC and AML documentation knowledge, Stakeholder engagement, Problem analysis, Time management, Regulatory compliance monitoring
Preferred skills
Experience in financial services, payments, FX, fintech, or alternative investments
Responsibilities
Managing client service requests and delivering a high-touch service experience, Processing client reviews and ensuring Service Level Agreements are achieved, Investigating and resolving client and internal queries, Supporting KYC and AML-related activities, Monitoring adherence to departmental processes and regulatory requirements, Collaborating with Front Office teams to support client retention