Client Services Officer

OVERALL PURPOSE
To provide comprehensive administrative support across client onboarding, compliance, data management, and fund externalisation processes, ensuring operational efficiency and regulatory compliance. The role requires close collaboration with Relationship Management, Investment Management, Group Finance, Banking and Compliance teams as well as coordination with colleagues across the broader Stonehage Fleming Group.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES Client Onboarding
_ Support Front Office teams with the New Business Approval process.
- Coordinate compliance approvals for onboarding new clients or expanding services for
existing clients.
- Draft and prepare client agreements for signature.
- Initiate and manage client creation workflows in the internal client database.
- Ensure all business and regulatory requirements are met, including proper execution of
agreements and completion of Customer Due Diligence (CDD) in line with compa...