Client Services Officer

Key responsibilities

• Managing and supporting client onboarding processes, ensuring all documentation, compliance requirements, and system updates are completed accurately and within set timeframes.
• Handling repeat client transactions and requests with precision, while maintaining a high level of service quality.
• Supporting workflow optimisation by monitoring processes, identifying areas for improvement, and contributing to the development of best practices.
• Conducting quality control checks to ensure accuracy, compliance, and adherence to company standards.
• Providing ad hoc operational and administrative support to colleagues within the team, ensuring smooth delivery of services across functions.
• Building and maintaining strong relationships with clients, distribution partners, and service providers through effective communication and a client-first approach.
• Contributing to a multi-skilled and cross-trained team environment by sharing knowledge, supporting peers, and being adaptable to shifting priorities.

Experience & Qualifications

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