You will assist and work collaboratively with your fellow Officers and Senior Officers on day-to-day administrative tasks and matters in respect of their Corporate client portfolios .
You will complete client administration matters accurately and in a timely manner. Ensure Corporate client procedures are followed at all times. Organise, attend and take minutes at board meetings.
You will deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations.
You will escalate any issues in relation to due diligence and investment related documents and arrange for sign off by Directors and ensure turnaround times relating to client correspondence is as short as possible.
You will develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth. Awareness of legal responsibilities and need to report suspicious transactions/complaints and ability to guide others.
You will maintain proper and orderly client records. Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate.
You will grow commercial awareness and develop a good level of competitor and industry awareness. You will also prepare and process payments onto various electronic banking systems in accordance with internal policies and procedures.