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Private Bank, Client Service Support
vor 2 Wochen
We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients.
If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.
The Role
The Client Service Specialist (CSS) team is a core component of the Private Bank, and ensures the smooth and efficient management of our Private Banking Clients' needs.
Responsibilities:
- Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
- Working within a team to execute daily transactions, mainly payment instructions
- Assist the team in production of monitoring reports for daily transactions
- Liaise and followup with internal teams for transfer issues
- Signature Verification of instructions received from clients
- Take ownership of work, problems, clarify issues / objections, and ensure data integrity, accuracy and completeness
- Participate in special projects and UAT testing for IT enhancements as assigned by Team Manager
Required Qualifications, Capabilities and Skills:
- Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
- Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities associated if they are not executed properly
- Consistently detailoriented and resultsfocused when dealing with high volumes
- Team player with the ability to work well with multiple stakeholders and other team members
- Excellent English communication skills (verbal and written)
Preferred Qualifications, Capabilities and Skills:
- Previous experience in a similar role within the financial services and/or Banking industry is an advantage
- Proficiency in additional languages a plus
Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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