Account Officer, Custody Solutions

  • Job Reference: 7304
  • Date Posted: 28 April 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Postholder is accountable for entire client service delivery to assigned clients to grow strategic client relationships ensuring SLAs are achieved and exceeded and client needs addressed whilst retaining profitability.  He/she will ensure all client records are actively maintained and updated; monitor and review client query tracking and resolution, Placement of unit trust, hedge funds and alternative investments transactions, DVP settlement, payments, FX, term deposits, credit facilities and reporting; ensure client fees calculated in line with signed fee agreement and collected on time; liaise and negotiate with other departments to provide client solutions and quality service; maintain up to date knowledge of Computer systems to effectively support and explain to existing and potential clients.
Candidate must have Banking / Securities experience; proven client service/ administration experience; proven organisation and time management skills; excellent  communication and interpersonal skills; MS Excel, Word, Outlook & IWM Online Services; a plus would be experience within Client Administration/OSS and willingness to undertake relevant securities qualification.
Five years continuous residence in Jersey required.