Client Services Officer (Financial Services)

€20,000 - €25,000  |  Malta

A Client Services Officer position is currently available with a leading organisation offering corporate and advisory services to a portfolio of international clientele.

Responsibilities:

  • Providing support to the sales and servicing process for Sales Partners and Clients in the UK and Europe
  • Ensuring that Sales Partners have all the information they need to complete forms, applications, and financial transaction requests
  • Confirming that client transactions have been completed successfully
  • Providing back officer support to clients with their investments and transactions, processing of applications, as well as creating and managing their investment portfolio
  • Handling special requirements from the providers regarding KYC, Source of Funds, and AML
  • Any other duties that may be required 

Education & Experience:

  • You must possess 3-5 years of experience in the local financial services industry
  • You must have a minimum of an A' Level standard of Education
  • Customer service training will be considered a strong asset

Skills:

  • You must be a responsible and determined individual possessing excellent time management and organisational skills
  • Excellent interpersonal skills and telephone manner
  • Excellent communication skills in both English and Maltese is a must
  • Ability to work in a team
  • You must have a flair for dealing with people 

Job Ref: BZ569

 


  • Primary job focus
    Finance
  • Job type
    Full Time
  • Employment level
    Experienced
  • Employer industry
    Financial Services

All Finance Jobs in Malta involve understanding and managing of finances for private clients and organisations. Jobs in finance include client audit, compliance, corporate administration, pensions, trusts, risk and wealth management jobs.

  • Job Reference
    BZ569
  • Closing Date
    06/05/2019
  • Date Published
    15/04/2019
  • Status
    Shortlisting

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