Jobs

    Client Support, Coutts Crown Dependencies - St Helier-Jersey, United Kingdom - NatWest Group

    NatWest Group
    NatWest Group St Helier-Jersey, United Kingdom

    3 weeks ago

    Default job background
    Part time
    Description

    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
    • Creating profiles, meeting notes, wealth balance sheets, quotations and supporting marketing and application materials
    • 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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