Account Officer, Custody Solutions

jobs.jerseyeveningpost.com-job boards; United Kingdom; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading global financial institution is seeking an Account Officer to join their Custody Solutions team. This role involves delivering exceptional client service to a diverse portfolio while ensuring seamless operations. The position offers a hybrid working model and a supportive environment focused on collaboration and development.

Benefits

Flexible working options

Ongoing development opportunities

Strong leadership and coaching

Qualifications

• Experience in client service or administration within banking or securities.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office and online client service platforms.

Responsibilities

• Maintain and update client records in line with standards.
• Oversee daily service administration for assigned clients.
• Manage and track client queries, ensuring prompt resolution.

Skills

Client service

Communication

Teamwork

Problem-solving

Education

Relevant securities qualifications

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Our client is seeking an Account Officer to join their Custody Solutions team on a full-time, permanent basis. This role is responsible for delivering a high standard of client service to a portfolio of institutional and private clients with bespoke global custody and banking needs. The successful candidate will act as a key point of contact, ensuring seamless day-to-day operations and fostering strong client relationships. The position offers a hybrid working model and the opportunity to contribute to a high-performing, collaborative team.

Job Duties:

• Maintain and update client records in line with regulatory and internal standards
• Oversee daily service administration for assigned clients, including fund transactions, payments, FX, DVP settlement, and reporting
• Manage and track client queries, ensuring prompt and accurate resolution
• Ensure client fees are calculated accurately and collected on schedule
• Collaborate with internal departments to provide solutions and ensure high-quality service delivery
• Stay up to date with internal systems to effectively support and advise clients
• Identify and escalate client issues and potential service risks to management
• Communicate policy or procedural changes to clients in a timely and professional manner

Job Requirements:

• Experience in client service or administration within the banking or securities industry
• Strong written and verbal communication skills
• Proficient in Microsoft Excel, Word, Outlook, and online client service platforms
• Flexible, team-oriented approach with the ability to work under pressure
• Willingness to pursue relevant securities qualifications (desirable)
• Experience in a client-facing environment (desirable)

What You'll Love:

Our client offers a dynamic and progressive working environment where collaboration and client satisfaction are paramount. Employees are supported through strong leadership, coaching, and ongoing development opportunities. With flexible working options and a culture focused on mutual success, this is an opportunity to make a lasting impact within a global financial institution.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here