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Client service support

Cardiff
Meraki Talent
Service
Posted: 23h ago
Offer description

Front Office Client Service Support (Private Banking) – 3 Month Contract (Immediate Start)


Our client is seeking a proactive and detail-oriented front office client service support to join a dynamic team supporting a high-profile Relationship Manager within a leading private banking environment. This is an excellent opportunity for a junior to intermediate professional with a solid foundation in private banking to gain exposure at a senior level within a fast-paced, front office setting.


In this role, you will work closely with the RM, providing end-to-end client servicing support while ensuring a high standard of delivery across all client interactions. The position offers a unique blend of operational excellence and front office exposure, making it ideal for someone looking to further develop their career within private banking.


Key Responsibilities

* Provide day-to-day support to Relationship Managers and senior stakeholders in managing client relationships
* Handle client queries efficiently and professionally, ensuring a seamless client experience
* Assist with account opening, KYC/AML documentation, and ongoing client due diligence processes
* Coordinate with internal teams to ensure timely execution of client transactions and requests
* Maintain accurate client records and ensure all activities comply with regulatory and internal control standards


About You

* Approximately 3 years of experience within private banking or wealth management in a client servicing or front office support role
* Strong understanding of private banking processes, including client onboarding and regulatory requirements
* Highly organised with excellent attention to detail and the ability to manage multiple priorities in a fast-paced environment
* Confident communicator with a professional approach to stakeholder management


This is a fantastic opportunity to join a high-performing team, gain exposure to senior leadership, and contribute to a busy front office function within a prestigious private banking institution on an initial 3-month contract.

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