Careers - Client Relationship Specialist

Code: 2
Posted: June 14, 2019

Job Location: Nicosia, Cyprus
Reports to: Team leader
Division/Department: Client Relationship Department
Key Responsibilities:

  • Set up of customers through email or digital onboarding;
  • Preparation of economic profile, appropriateness test;
  • Communications with clients in relation to the set up requests or any other requests that Clients may have (none trading);
  • Receipt and review of client documents (original), creating the Client file (hard copy and scans) and proper archiving of client files;
  • Maintaining, inputting and updating of Client files and the clients database;
  • Preparation and distribution of reports for clients (monthly and upon request), responding to clients’ queries;
  • Providing information that counterparts request about our company (KYC on Alfa Capital Holdings (Cyprus) Limited);
  • Preparation, coordination, receipt of required approvals, and signing of general agreements with clients and counterparties and their input in internal systems;
  • Keeping record of all agreements signed by the company (general agreements, agreements related to business) as well as filing and archiving of company’s and clients’ documentation;
  • Corporate actions support: provide information to the clients regarding upcoming corporate actions;
  • Processing requests for assets transfers in/out- verification of correctness of instructions provided; collection of approvals, control of execution;
  • Monitoring of incoming / outgoing correspondence of the company and its further proper distribution to responsible units;
  • Communicate with Front office, Compliance, Legal and other departments;
  • Reviewing and making recommendations on how to improve the set up procedures of Alfa Capital Holdings (Cyprus) Limited and providing solutions for efficiencies that will increase the customer service;
  • Any other project that are assigned and approved by the CEO that relate to customer support.

Requirements:

  • University or postgraduate degree or other equivalent qualification in a field related to economics or finance, including banking and finance, or business administration, or accounting;
  • Relevant experience in the Investment Industry would be considered as an advantage;
  • Language proficiency (English and Russian, Greek is a plus);
  • Dynamic, self-motivated, good organizational and time management skills;
  • Technical proficiency: MS Office, Internet, email, back office related systems are a plus;
  • Work permit in Cyprus.

Citizenship: CY or European Union

Employment conditions:

  • Full-time job
  • Working hours: Mn-Fr 9.00-18.00
  • Employee Medical Insurance
  • 21 days paid annual holiday leave

 

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