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Permanent. Client Relations Officer

Job Reference: 1003767

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

Why Apply For the role

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.

Responsibilities
  • 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.
Requirements
  • 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

Apply for this role

Patrick Uzoka
Senior Recruiter

Patrick@theagency.ky
+1 345 743 1775

APPLY NOW

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