Client Support, Coutts Crown Dependencies

1 week ago

St Helier, United Kingdom RBS International Full time

Join us as a Client Support in Coutts Crown Dependencies
- We’re looking for a highly motivated and personable Client Support to join our team
- You’ll be supporting our private bankers to provide an outstanding level of service for our clients
- This is an opportunity to work closely with experienced private bankers, allowing you to develop your knowledge and your career with us
- You can join us on a part-time basis, which means you’ll work two full days a week, Monday and Thursday

**What you'll do**:
You’ll be providing vital support to private bankers, assisting them in meeting the needs of their clients. As a key point of contact for our clients, you’ll be strengthening relationships with them and helping to provide a seamless experience.

Day-to-day, you’ll be preparing briefs for client appointments, identifying any suitable product needs, supporting with diary management and arranging reviews and engaging with specialists, when appropriate.

You’ll also be:

- Making sure that all reports, documentation and systems recording is accurate, compliant and provides the best advice for clients, while adhering to internal processes and procedures
- Preparing and maintaining client files, making sure that all compliance paperwork is present
- Preparing client communications, including letters and care calls
- Maintaining a good understanding of internal banking, lending and investment products

**The skills you'll need**:
You’ll have a background in a banking or financial services environment, with experience of providing excellent and timely service to clients. We’re also looking for someone with a desire to develop their knowledge and skill set by undertaking qualifications with the bank.

Additionally, you’ll need:

- Excellent communication and client relationship skills
- Technical knowledge of investment, credit and financial planning products
- The ability to work within a sales and service culture
- Good numeracy and Microsoft Office skills

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