Senior Client Service Officer

Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA)* as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of substantial wealth. The Group employs over 500 people in 11 offices across 8 geographies.

 

OVERALL PURPOSE

As a Senior Client Service Officer you will be primarily responsible for the provision of an efficient, professional administrative support service to Relationship Directors/Managers, on on-boarding of potential new clients. This role will involve close and regular interaction with all members of the Trust Team, Relationship Directors / Managers, Accountants within the Family Office International department and the other departments.

 

PRINCIPAL TASKS & RESPONSIBILITIES

• Assist with the Relationship Manager with the New Business Approval Committee
• Complete any KYC documents necessary for the on-boarding of new clients; i.e. assisting with collecting all CDD necessary and work in collaboration with Compliance
• Assisting the Relationship Manager by completing the internal documents, such as Client Questionnaire, Self-certification and running internal risk rating
• Assist with ad’hoc requests or projects requested by the Head of Department

 

PERSON SPECIFICATIONS

• Well organized, with an interest in working in a high paced, high pressure environment
• Bachelor degree or equivalent
• First work experience in the Trust business is an advantage
• Good level of English
• A strong interest in the Trust and Company administration business
• Advanced Microsoft Word and Excel skills
• Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group, third party service providers such as asset managers and tax consultants
• A strong client care / service orientation

We offer you the opportunity to work in an enjoyable environment within an international, fast growing organization.

 

This job description is a guide to the principal, current duties of the job, it does not form part of the contract of employment/secondment.