Client Support Officer - IAM

Key Responsibilities

Client Instruction Handling and Servicing Receive, verify and prepare client instructions in line with internal procedures, including checking authorisations, completing internal forms and obtaining required internal signatures. Initiate and input client transactions into the banking systems, ensuring accuracy, completeness of data and proper handling of SAS alerts.

Collect and process client instructions related to corporate action events, coordinating with relevant internal teams. Maintain and regularly update client files, ensuring accuracy, completeness and compliance with internal and regulatory requirements; record activity reports in the system where necessary. Follow up on pending items and open issues, escalating where required to ensure timely resolution.

Act as a point of contact on behalf of the IAM Desk for other departments for troubleshooting, information requests and operational queries. Act as an alternative contact to the CRO for clients (e.g. responding to calls, participating in meetings) to ensure continuity of service. Monitoring and Control Activities Perform daily and monthly credit monitoring, including review of limit excesses, collateral excesses, overdrafts, risk concentrations and significant losses, and escalate in line with internal guidelines.

Conduct daily monitoring of operational quality, including deposit renewals, pending orders, MiFID profile reviews and negative cash balance checks, and coordinate corrective actions with CROs and relevant departments. Execute annual risk monitoring activities, including reviews of dormant accounts, hold-mail accounts, small balance accounts and client claims, ensuring appropriate escalation and follow-up.

Professional Experience and Skills 3–5 years of experience in a similar role within private banking or wealth management. Good knowledge of financial products and the broader financial services environment. Solid understanding of private banking processes, front-to-back workflows and the client lifecycle. Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

Fluency in Greek and English.