Client Services Executive

Posted 14 March by Flagstone Easy Apply

About us:

We are a financial technology business founded in 2013 and regulated by the FCA. We have developed an innovative, proprietary technology platform (ASTRA) that allows our clients (SME corporates, charities, SIPPS and high net worth individuals) to diversify their cash deposits with our banking partners throughout a wide variety of deposit accounts, enabling them to maximize returns and minimize risk while eliminating the administration hassle.

What we are looking for:

We are a dynamic and entrepreneurial business with a small and focused team. The primary responsibility for the Client Service Executive will be to provide high-quality service in Flagstone’s operations for clients, intermediaries and bank partners. Candidates should possess the following:

  • A proven track record of managing and exceeding client expectations
  • Strong interpersonal skills and a "Can do" attitude
  • The ability to stay calm and work well under pressure
  • The ability to prioritize and multitask efficiently
  • Proven commitment to the accuracy and completeness of information
  • Excellent written and verbal communication skills
  • Experience using Microsoft Word and Excel
  • Knowledge of AML and KYC regulatory requirements (would be a positive but we can provide training on this)
  • University degree educated (or the relevant experience to compensate) with 2 years minimum experience working in a client service or operational role, ideally within the financial services industry

Key Responsibilities:

The Client Service Executive will report to the Client Service Manager. The key responsibilities for the Client Service Executive are:

  • To assist with the onboarding of clients, ensuring the relevant AML/KYC regulatory requirements are met
  • To assist with onboarding new partner banks ensuring a smooth operational process is in place
  • To open deposit accounts on behalf of our clients with the underlying banks
  • To maintain the accuracy and integrity of data displayed on the Flagstone platform (deposit rates, terms and conditions)
  • To respond proactively to all client queries/enquiries
  • To assist with instructing payments and monitoring transfers
  • To maintain the accuracy of client AML & KYC due diligence files
  • To assist our intermediary partners with operational and account opening queries ensuring the smooth onboarding of their clients
  • To liaise with banking partners over opening accounts, provide authorized instructions and request confirmations and balances
  • To distribute exclusive rate and risk information to clients

This is an excellent role within a forward thinking and high growth business. Given the size of the team at Flagstone this role will only suit an individual who is keen to work in an entrepreneurial and dynamic business environment. The successful candidate will be joining the team during a significant time of growth for the company and flexibility, adaptability, initiative and teamwork are key for the role. For more information on Flagstone please see www.flagstoneim.com.

Required skills

  • Client Services
  • Microsoft Excel
  • Microsoft Word
  • Multi Tasking
  • Prioritisation

Reference: 34684223

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