New opportunity, Customer Service Executive, Custody!

Core responsibilities include: 

• Assisting with day-to-day client service.
• Receiving instructions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions) from clients and carrying these out.
• Communicating with clients to resolve queries, carrying out call backs and arranging online banking activations.
• Identifying opportunities to cross and up sell the banks products and services, and work with Relationship Managers to convert these leads
• To assist with the timely completion of client risk reviews

For more information, please contact Stu Wheeldon on 01534 707816 or email your CV to jobs@excel-recruitment.com