Client Services Officer (Financial Services) - Finance jobs in Malta - April 2019

Client Services Officer (Financial Services)

20,000-25,000 Per Year
Wealth management
Posted date 15/04/2019 |
Closing date 06/05/2019
Full Time Experienced

A Client Services Officer position is currently available with a leading organisation offering corporate and advisory services to a portfolio of international clientele.

Responsibilities:

  • Providing support to the sales and servicing process for Sales Partners and Clients in the UK and Europe
  • Ensuring that Sales Partners have all the information they need to complete forms, applications, and financial transaction requests
  • Confirming that client transactions have been completed successfully
  • Providing back officer support to clients with their investments and transactions, processing of applications, as well as creating and managing their investment portfolio
  • Handling special requirements from the providers regarding KYC, Source of Funds, and AML
  • Any other duties that may be required 

Education & Experience:

  • You must possess 3-5 years of experience in the local financial services industry
  • You must have a minimum of an A' Level standard of Education
  • Customer service training will be considered a strong asset

Skills:

  • You must be a responsible and determined individual possessing excellent time management and organisational skills
  • Excellent interpersonal skills and telephone manner
  • Excellent communication skills in both English and Maltese is a must
  • Ability to work in a team
  • You must have a flair for dealing with people 

Job Ref: BZ569

 

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Finance Jobs in Malta are related to understanding and managing finances for private clients and organisations. Jobs in finance include client audit, pensions, trusts, risk, corporate administration, wealth management and compliance jobs. Discover more finance jobs in Malta.

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