Client Services Officer
Core
Support day-to-day administration and payment functions within a client services team, ensuring accurate transaction processing and compliance.
Role type
Client Services Officer (Financial Services Operations)
Builds
Payment instructions, invoicing, billing, and obligation management for assigned clients and trusts
Domain
Financial services, debt markets administration, payments
Required skills
transaction processing, invoicing and billing management, compliance adherence, stakeholder liaison, record keeping, internal controls
Preferred skills
financial services knowledge, systems understanding, continuous improvement initiatives
Responsibilities
Process and execute payment instructions within agreed service levels and deadlines; Maintain operational relationships with assigned clients and trusts; Support invoicing, billing, and obligation management activities; Ensure compliance with internal policies, procedures, and risk frameworks; Assist with client management and stakeholder liaison; Maintain accurate records, filing and archiving processes
Seniority
Junior to Mid-level, hands-on IC