Client Servcies
at Robert Half International UK

Date Posted: 26/03/2019

Job Description

Ref ID:  06030-0010624513


Robert Half Financial Services are representing a city based boutique Financial institute to urgently hire a Operations Analyst / Client Services Analyst on a permanent basis.

Our client is looking for someone with previous experience within Client Services from either a reputable Bank, Custody house or Broker, or even a Graduate with an internship. The role is to provide a strong Client Service to the co's global private clients; based in the UK, Europe and Asia. (If you speak another language it is highly desirable, but not essential)

The role involves supporting a broad range of clients to support a variety of resolving Operational queries.
There will often be many client queries that need resolving and answering so it will be important to be able to liaise with internal relationships as well as to work efficiently.


a) To ensure all client queries are responded to within 24 hours and ensure that the response
fully addresses the issues raised and if a response cannot be provided within this time-frame, to keep the client regularly updated of progress being made.

b) To ensure all ongoing queries are being addressed by the appropriate section/s.

c) To monitor overdrawn balances daily and notify respective clients accordingly.

d) To monitor the 'Unsettled Item Report' daily and resolve assigned cash breaks where necessary.

e) To validate and forward ALL instructions received daily to Operations for processing.

f) To log Client Service activity and collate stats for Senior Management review.

g) To ensure that the month end interest is applied to client accounts accurately and on a timely basis.

h) To ensure that appropriate clients receive their required interest notifications and supplementary information, including Debit/Credit rates and Agency Ratings.

i) To ensure that all client records are up to date, including OPS Documents and internal systems.

j) Using Excel daily - is essential that the candiidate for this role can create Pivot Tables and V-Look Ups.

k) To carry out such other duties as requested by the General Manager & Chief Executive Officer.


25k 27k, dependent upon experience.

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the following terms:

Job Snapshot

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