Client Services Agent

Client Services Agent

Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Job Search Place Limited

At a Glance

  • Tasks: Support global clients and monitor transactions to ensure compliance and mitigate risks.
  • Company: Join ZodiaCustody, a leading digital assets platform backed by major financial institutions.
  • Benefits: Enjoy competitive pay, private healthcare, flexible holidays, and a vibrant team culture.
  • Other info: Dynamic work environment with monthly socials and excellent career growth opportunities.
  • Why this job: Be part of the future of finance and make a real impact in the digital asset space.
  • Qualifications: 1-3 years in client services with a strong understanding of crypto and financial crime monitoring.

The predicted salary is between 30000 - 40000 £ per year.

ZodiaCustody is an institution-first digital assets platform backed by Standard Chartered, in association with Northern Trust, SBI Holdings, National Australia Bank, and Emirates NBD. Through the combination of its wallet, yield and settlement solutions, ZodiaCustody enables institutional investors around the globe to realise the full potential of the digital assets future.

Zodia Custody is seeking two dedicated and dynamic professionals to join our new Client Services Hub team as Client Services Agents. The ideal candidates will provide direct support to our 24/7 Operations, ensuring effective systems and controls to monitor our clients. This role is integral to maintaining compliance and mitigating financial crime risk within our organisation. This role will require shift and weekend hours.

Responsibilities
  • Direct Support - End to end support for global clients.
  • Triage all incoming client enquiries.
  • Monitoring and Investigations - Conduct investigations on transaction alerts, on-chain transactions, and wallet activities in accordance with the guidelines provided by the Financial Crime Prevention team.
  • Identify and elevate potential suspicious activities and financial crime risks from client interactions/activity.
  • Provide guidance and support to analysts handling transaction monitoring and screening.
  • Deliver timely advice and assist in training related to potential suspicious activities and financial crime risks.
  • Client Onboarding Support - Assist the onboarding team with KYC and information requests from third parties.
  • Risk Management - Compile risk metrics, identify, and manage financial crime risks using data analysis and statistical interpretation.
  • Process Improvement - Review and update departmental procedures, driving system and process enhancements.
  • Operational Support - Assist with various operational tasks as needed.
  • 24/7 Coverage: Contribute to client support in a 'follow the sun' model, with flexibility for evening and weekend work.
  • Platform Support - Provide support across trading, operations, settlement, custody, and collateral management platforms.
  • Digital Asset Knowledge - While knowledge of digital assets is a plus, experience in supporting trading or custody of financial instruments is highly favourable.
Qualifications
  • 1 to 3 years in client services working in banking or large finance institutions.
  • Demonstrated understanding of the crypto and digital assets landscape, including market infrastructure and regulatory considerations.
  • Proven experience in financial crime monitoring, with exposure to AML, sanctions screening, and transaction monitoring frameworks.
  • Understanding the post trade landscape and associated services.
  • Have experience of post trade services, ideally previously working for a custodian or an Asset Manager and has a keen interest in disruptive technologies, digital assets and/or crypto.
  • Report efficiently to management and risk team in a timely manner.
  • Experience working in a distributed team with diverse culture and backgrounds.
  • Open to change and comfortable working in a fast-paced environment.
  • Self-motivated and detail-oriented individual.
  • Strong verbal and written communication skills.
  • Problem-solving and conflict-management skills.
  • Client-oriented mindset.
  • Must have exceptional EQ for dealing with clients.

We are a friendly team, with monthly socials and seasonal celebrations as well as offering a range of fantastic benefits including:

  • Competitive employer contribution pension scheme.
  • Private health care.
  • Critical Illness cover.
  • Life Insurance.
  • Flexible bank holidays (can choose whether to work on bank holidays and use the leave elsewhere in the year).

Client Services Agent employer: Job Search Place Limited

ZodiaCustody is an exceptional employer that prioritises employee well-being and professional growth within the dynamic digital assets sector. With a supportive work culture that encourages collaboration and innovation, employees benefit from competitive pension contributions, private healthcare, and flexible bank holiday options, all while being part of a forward-thinking team dedicated to shaping the future of finance. Joining ZodiaCustody means being at the forefront of a rapidly evolving industry, with ample opportunities for skill development and career advancement.

Job Search Place Limited

Contact Details:

Job Search Place Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Services Agent

Tip Number 1

Network like a pro! Reach out to folks in the industry, especially those already working at ZodiaCustody. A friendly chat can open doors and give you insider info that could help you stand out.

Tip Number 2

Prepare for the interview by brushing up on your knowledge of digital assets and financial crime prevention. We want to see your passion and understanding of the field, so be ready to discuss how your experience aligns with the role.

Tip Number 3

Show off your problem-solving skills during the interview! Think of examples from your past where you tackled challenges head-on, especially in client services or financial monitoring. We love candidates who can think on their feet!

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at ZodiaCustody.

We think you need these skills to ace Client Services Agent

Client Support
Financial Crime Monitoring
KYC Procedures
Data Analysis
Transaction Monitoring
Communication Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV speaks directly to the role of Client Services Agent. Highlight your experience in client services, especially in banking or finance, and any relevant skills that match what we're looking for.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about digital assets and how your background makes you a great fit for our team. Keep it engaging and personal!

Showcase Your Skills:Don’t just list your skills; demonstrate them! If you've got experience with financial crime monitoring or client onboarding, give us examples of how you've excelled in those areas. We love seeing real-world applications!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Job Search Place Limited

Know Your Digital Assets

Make sure you brush up on your knowledge of digital assets and the crypto landscape. Familiarise yourself with the latest trends, regulations, and market infrastructure. This will not only show your enthusiasm for the role but also demonstrate that you’re ready to engage with clients effectively.

Showcase Your Client Services Experience

Prepare specific examples from your previous roles where you provided exceptional client support. Highlight any experience you have in financial crime monitoring or KYC processes, as these are crucial for the position. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

Demonstrate Problem-Solving Skills

Think of scenarios where you had to resolve conflicts or manage difficult client situations. Be ready to discuss how you approached these challenges and what the outcomes were. This will showcase your emotional intelligence and client-oriented mindset, which are key for a Client Services Agent.

Be Ready for Shift Work Questions

Since the role requires flexibility for evening and weekend hours, be prepared to discuss your availability and willingness to work shifts. Show that you understand the importance of 24/7 client support and how you can contribute to a 'follow the sun' model.