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Client Services Officer

Client Services Officer

  • Location

    Mauritius

  • Sector:

    Banking

  • Contract Type:

    Permanent

  • Salary:

    Attractive

  • Contact:

    Hansley Sevathean

  • Job Reference:

    3707

  • Published:

    25 days ago

  • Expiry:

    2018-06-06

  • Client Details:

    Castille

  • Consultant:

    Hansley Sevathean

  • Skills tags:

    Banking - Corporate

One of the largest financial services groups, operating in 20 countries across Africa is looking for a Client Services Officer. He/she will have to support a portfolio of Relationship Managers and their client portfolio sources, prepares and pools research on clients, clients’ industries and potential transactions for them.

Responsibilities:

  • Support a portfolio of Relationship Managers and their client portfolio sources, prepares and pools research on clients
  • Carry out general admin issues relating to clients including obtaining preferential   rates on deposits or FX and communicating same back to client
  • Monitor excesses daily and follows up with RM and product houses
  • Responsible for monitoring the quality of the information in and updating relevant bank systems
  • Release of payments also properly authorised where applicable
  • Prepare Loan Repayment Schedule
  • Assist RM in the calculation of ROE/Pricing and the monitoring of Limits, utilization of facilities
  • Engage the RM and clients where documents are not in order, including queries relating to KYC in accordance with the Banks policies
  • Complete blacklist and world check verification
  • Authenticate documents
  • Engage internal stakeholders to facilitate account opening
  • Discuss client service improvements with manager and RM
  • Maintain confidentiality of client information at all times

Qualifications:

  • Degree holder in relevant field
  • Minimum of 2 years relevant working experience