Client Service Officer

Requirements

• Bachelor's degree or equivalent qualification
• CACS Paper 1 and 2
• 5-10 years of experience in a client servicing role within Private Banking, Wealth Management, or a similar financial services environment
• Strong understanding of banking operations and client servicing processes
• Excellent written and verbal communication skills, with additional language skills depending on market requirements
• High level of attention to detail and ability to maintain accuracy under tight deadlines
• Strong organizational and coordination skills with the ability to manage multiple priorities simultaneously
• Excellent interpersonal skills and ability to interact effectively with internal teams and clients
• Client-oriented mindset with a proactive and solution-focused approach
• Ability to work efficiently in a fast-paced environment
• Team-oriented attitude with a collaborative and responsible approach to work
• Other Industry certification or professional qualification would be a plus

Additional Information

On behalf of one of its clients in wealth management, the French Chamber of Commerce is looking for a Client Service Officer. In this role, you will support one or several Relationship Managers in delivering high-quality service to a portfolio of clients across the EAM, Southeast Asia, and North Asia markets Working within a dedicated client service team and reporting to a Client Service Manager, you will be responsible for handling the operational and administrative aspects of client portfolio management. You will play a key role in ensuring efficient coordination between Relationship Managers, clients, and internal teams while maintaining the highest standards of service, compliance, and confidentiality. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Key responsibilities include: Providing day-to-day administrative and operational support to Relationship Managers in the management of their client portfolios Preparing account documentation, onboarding files, and client instructions in accordance with internal procedures and regulatory requirements Coordinating with internal stakeholders (such as Compliance and Operations teams) to ensure timely and accurate processing of client requests Monitoring transactions and following up to ensure proper execution and settlement of activities Maintaining accurate and up-to-date client records in internal systems Acting as a point of contact for clients regarding operational and administrative enquiries Ensuring the highest level of confidentiality and adherence to internal policies, risk controls, and regulatory standards Supporting additional tasks and projects as required

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