Client Relationship specialist

Alfa Capital Markets Ltd

Key Responsibilities:
• Meetings with Clients, presale discussion with Clients
• Set up of customers through email, communications with clients in relation to the set up requests
• Receipt and review of client documents, creating the Client file and proper archiving of client files
• Preparation of Client’s economic profile
• 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 ACM (KYC on ACM)
• 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 ACM and providing solutions for efficiencies that will increase the customer service of ACM
• 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
• Citizenship: CY or European Union

Employment conditions:
Full time job
Working hours 9.00-18.00
Medical insurance for the employee
Paid annual holiday leave 21 working days

To apply send CV to [email protected]

To apply for this job email your details to cv@alfacapital.com.cy