Associate Client Executive

About the role

The Associate Client Executive supports the delivery of client‑focused services within a financial institution. Working closely with corporate and trust teams, the role ensures transactions are processed accurately and client interactions are handled professionally.

Key responsibilities

• Execute and monitor bank transfers, payments and foreign‑exchange transactions in a timely manner.
• Prepare client information packs, account opening forms and related documentation.
• Coordinate meetings, draft correspondence and follow up on client communications via letters, faxes, email and phone.
• Maintain up‑to‑date client, business and transaction records in internal systems.
• Assist with corporate and trust administration duties and liaise with relevant authorities as required.
• Ensure regulatory filings are completed within prescribed deadlines and adhere to internal policies.
• Record daily activity on timesheets or the designated time‑management system.

Required profile

• High School Certificate (HSC) or a degree in law, management or business law (advantageous).
• Fluent in written and spoken English and French.
• Strong organisational skills, self‑discipline and a pleasant, learning‑oriented attitude.

Required skills

• Proficiency with Microsoft Office (Word and email).