Client Service Officer

Client Service Officer Dublin Central Part 6- 12 months initially One of our large Financial clients is currently looking for an experienced Client Service officer The CSO will assist their Financial Advisor (FA) and other team members with the delivery of high-quality client service and support for their client base.
The role of the CSO will require diversification, flexibility and experience of ML Products & Services, and broad industry knowledge.
Responsibilities Provide fundamental support in all phases of client service, client relationship building and account maintenance to assist the business activities of FAs.
Provide client service support in accepting and placing orders upon FA and/or client request, responding to client enquiries on account documentation, account balances, account activity, statement information, securities?
transfers, security information, general product and/or service information research and initiating corrections to transaction and/or account errors.
Provide administrative support to FAs and/or Management by maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation and initiating client contact via phone/meetings as needed to support FAs.
Handling any documentation, presentation preparation and mailings, as required Review client portfolios for all updates, answering administrative and operational enquiries.
May provide marketing support for FAs Complete all required training.
Adhere to all the Firm Policies and Procedures.
Provide coverage for other CSOs and Office staff as needed.
Remain current on the Firms Products, Services and system applications Requirements Client Service experience Financial/banking Treasury - nice to have Strong organizational skills.
Strong administrative skills.
Strong communication and interpersonal skills.
Proficient in Microsoft Applications-Excel, Word, and Power Point.
Team Player Knowledge of ML Products and Systems Ability to communicate effectively (both orally and written).
Ability to effectively plan, monitor, manage time and prioritise.
Effective interpersonal skills, including sound judgment, Sensitivity in dealing with confidential business and client-related issues.
Knowledge and experience of client service skills, communication skills and presentation skills.
Skills: Client Service Officer financial services