Client Service Officer

Administration @Grayson Talent

Job Description

Our client company is in the offshore sector looking to recruit a Client Service Officer to join their team. The company provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of substantial wealth. The Group employs over 500 people in 11 offices across 8 geographies.

Overall Purpose

As a Client Service Officer, you will be primarily responsible for the provision of an efficient, professional administrative support service to Senior Associate of the Department, on on-boarding of potential new clients. This role will involve close and regular interaction with all members of the Administrator Team, Accountants within the Family Office International department and the other departments.

Principal Tasks & Responsibilities

  • Assist other team members to manage:
    – On-boarding of potential new clients by completing the internal workflow and by collecting the CDD on the related person

    – Working in collaboration with the Business Compliance Officer and the Risk and Compliance department to obtain all needed approval

Person Specifications

  • Well organized, with an interest in working in a high paced, high pressure environment
  • Bachelor Degree or Equivalent
  • English at a good level (Advanced)
  • A strong interest in the Trust and Company administration business
  • Advanced Microsoft Word and Excel skills
  • They offer you the opportunity to work in an enjoyable environment within an international, fast growing organization.

 

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