The Agency is recruiting for a Client Relations Officer on behalf of our client.

Opportunity for Growth – Be part of a dynamic and expanding advisory firm where your contributions are valued and professional development is encouraged.

Collaborative Environment – Work closely with a supportive team of professionals who are committed to excellence and client satisfaction.

Client Impact – Play a crucial role in ensuring smooth and seamless client experiences, helping clients achieve their financial goals.

• Onboarding new clients, maintaining client records, and coordinate communication between clients and advisors.
• Compiling and submitting all required documentation for new accounts and ensure client information is up to date.
• Accurately input client data into our systems, addressing any inconsistencies prior to final approval.
• Track outstanding documentation and ensure compliance with deadlines to prevent any service issues.
• Handle client queries regarding account details, documentation, and reports, ensuring prompt and thorough resolution.

• Bachelor’s Degree in Finance, Commerce, Economics, or related fields.
• A minimum of 2 years’ experience in banking is advantageous.
• Completion of securities course or banking courses would be an asset.
• Understanding of the regulatory requirements.
• Knowledge of financial reporting is a plus.

This role is ideal for someone who thrives in a dynamic, client-centric environment and enjoys ensuring seamless, high-quality service. Apply now to embark on a rewarding career journey!

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Patrick@theagency.ky