Client Services Manager

Recruiter
Standard Chartered Bank
Location
London
Salary
Competitive
Posted
15 Sep 2017
Expires
18 Sep 2017
Contract Type
Permanent
We are seeking an experienced Client Service Manager to join the London Private Banking team. Main duties:
  • Assist assigned Relationship Managerss to achieve financial targets by providing strong support function
  • Assist in deepening existing client relationships through excellent customer service
  • To provide excellent customer service to existing and prospective clients
  • Manage CDD Annual review process for Relationship Managers keeping within strict due dates


Key Roles and Responsibilities

  • Provide accurate and timely support to Relationship Managers
  • Produce high quality phone and written correspondence to clients
  • Respond to client/RM/ investigations by phone/fax/e-mail
  • Spotting cross-sell opportunities and referring to Relationship Managers where appropriate
  • Referral of all sales and upgrade opportunities to Relationship Managers
  • Manage the preparation of Client Due Diligence (CDD) reviews and ensure deadlines are met, and follow up of issues raised as required by Relationship Manager
  • Liaising with other Departments where necessary, promptly inform Relationship Managers and the management team of any complaints. For Jersey clients ensure these are logged in command.
  • Deal with and process payments, deposits, securities transaction and credit applications accurately and within deadlines and follow up with any queries
  • Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures.
  • Call Backs to clients to verify high risk payments, change of addresses, enquiries and various administrative matters etc
  • Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients.
  • Daily review of overdraft, account balance and deposit reports
  • Amex card and debit card ordering and all card related enquiries from clients, transferring these to the Amex or debit card centre wherever possible. Ensure all Amex card clients are on the DSA or on direct debit.
  • Deal with Account Opening documentation and queries as required, ensure paperwork is sent to filing on a regular basis
  • Co-ordinate all client visits to ensure pertinent information if available eg. Hold mail, credit cards, documentation for client's signature etc
  • Accurate account of all client contact to be documented via a call report or for Jersey clients via onewealth, datastore etc.
  • Ensure the FCA's Treating Customer's Fairly standards are consistently met
  • Keep up to date with existing and new SCB Private Bank products
  • Keep up to date with new developments in banking, financial and SCB investment products and services