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Rebecca Poulter Recruitment Limited
,
London, Greater London
Client Support Officer/Relationship Managers Assistant
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Salary: £30,000 per annum |
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Overview
We are looking for a Relationship Managers Assistant to assist the RMs with banking and client related administration, transfers, payments, FX, monitoring and fixing of bank deposits, processing of purchases and securities sales. Interact with clients on a daily basis, compliance, operations and offshore entities as required. Support managers in acquiring new and developing existing client relationships. Responsible for client interaction and liaison with offshore subsidiaries. Inputting of payments, deposits, loans, FX deals and transfers on the in house system, inputting of securities transactions into Mercury system Opening of new accounts, ensure the client file is complete and all forms and due diligence are properly completed and prepare the client approval form Retrieval and distribution of Banking Reports from GED (internal system) Assisting with the preparation of Credit Applications and liaising with the Credit department on an ongoing basis Obtain ad-hoc valuations of clients’ investment portfolios and, if required, prepare a consolidated position of their business with the Bank Assist in the travel arrangements and preparation of the Managers business trips and ensure all documentation and forms required during the trip are packed Dealing with clients’ correspondence and ensure execution of client payment instructions Liaise with offshore department for payments and transfers of capital and settlement of annual fees/expenses for clients. Preparation of cash for collection and receipt, order new and replacement cheque books, monitor activity on accounts on a daily basis. Preparation for meetings with clients, preparation of expenses, answer calls and take messages, various duties and projects. Study towards CeMap or IAD would be favourable, ideally level 4 qualified, however if not you would be expected to complete this once joined. Full support will be given. To apply you must have private banking experience, with a stable career history, someone who has not moved around a lot, willing and eager to learn, smart, a can do attitude, someone who can pick things up quickly and be self-sufficient.