My Client, a very well-established Private Bank based in the West End, are looking for a Russian speaking CRM Assistant. Successful candidates will be fluent in Russian and have proven experience within a similar position.

As a CRM Assistant you will be responsible for:

• Preparing and sending out account opening forms for trust accounts, private investment companies and private clients.
• Submission of account opening packs to London and other centres with BJSS and dealing with the relevant departments
• Issuing account opening letters and other Ad-hoc letters as requested
• Working alongside CRMs in achieving their revenue by providing clients with excellent levels of customer service
• Preparation of Annual Periodic reviews and managing all Open issues as they come up and including KYT (Know Your Transaction) Alerts .
• Maintaining clear, comprehensive and up-to-date client, business and transaction records on interactions with clients, including trustees and corporate directors.
• Arranging transfers, placement of fixed deposits and entering of trades on an execution only basis.
• Preparing credit proposals for loans and managing the process through to approval, working with relevant departments and teams.

As a CRM Assistant you will need:

• To be fluent in Russian
• Proven experience in a Front office / client facing role
• Knowledge of Banking requirements
• Strong IT skills
• Excellent time management skills and ability to multi-task and prioritize work
• Attention to detail and problem solving skills
• Excellent interpersonal, written and verbal communication skills
• Strong organizational and planning skills in a fast-paced environment
• A creative mind with an ability to suggest improvements
• Work collaboratively, demonstrating initiative and ownership of tasks and issue
• Proficiency in MS Office (Word, Excel and Outlook)