As a Client Service Officer, you'll primarily support the Senior Associate by efficiently onboarding potential clients. This role entails frequent interaction with the Administrator Team, Accountants in the Family Office International department, and other departments.
OVERALL PURPOSE
As a Client Service Officer you will be primarily responsible for the provision of an efficient, professional administrative support service to Senior Associate of the Department, on on-boarding of potential new clients. This role will involve close and regular interaction with all members of the Administrator Team, Accountants within the Family Office International department and the other departments.
PRINCIPAL TASKS & RESPONSIBILITIES
• Assist other team members to manage :
- On-boarding of potential new clients by completing the internal workflow and by collecting the CDD on the related person
- Working in collaboration with the Business Compliance Officer and the Risk and Compliance department to obtain all needed approval