Client Relationship Officer - Temporary

Description

On behalf of our client, one of the largest financial services entities on island, we are actively searching for a Client Relationship Officer to join their Corporate team on a temporary basis to fill an employment gap while onboarding is carried out for the permanent employee. 

The successful employee will be responsible for; 

• Managing a large and busy portfolio of clients 
• Managing all correspondences and administrative matter for clients
• Preparing and gathering client documentation such as KYC
• Liaise directly with Government bodies such as CIMA 
• Maintain ViewPoint files  
• Ensure all statutory filings are carried out in line with deadlines and requirements including FATCA and CRS
• Additional duties as required 

To be successful and considered for this role, you will need the following; 

• Relevant Bachelor’s degree 
• 3-5 years experience working in a similar role 
• Ability to work under pressure and meet tight deadlines 
• Experience and knowledge of systems including Microsoft Word, Excel, Outlook, NavOne, ViewPoint and Laserfiche

There is a competitive salary and benefits package on offer for this role. 

To express your interest in this role and to learn more, please get in touch today!

Hannah@steppingstonesrecruitment.com