Source Recruitment

Client Relationship Officer

Financial Services

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Job type
Full-time
Contract type
Permanent
Location
Office
Start date
Not specified
Salary
Not specified

The Position

Join this financial services business as a Client Relationship Officer supporting the Client Relationship Manager in the day-to-day administration and operational execution of a client structures.

The Responsibilities

You will prepare and review client correspondence and documentation, ensuring records are accurate and up to date, while processing client requests efficiently and providing support to the wider team. You will also assist with the day-to-day administration of client matters, ensuring a high standard of service is maintained.

Experience / Qualifications / Education

Our client is looking for a STEP-qualified professional with at least 5 years’ experience. Knowledge of financial crime is desirable, while an understanding of client administration processes, corporate governance and statutory administration is essential.

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