Client Services Agent

Client Services Agent

Full-Time 30000 - 40000 £ / year (est.) No home office possible
Zodia Custody

At a Glance

  • Tasks: Support global clients and monitor transactions to ensure compliance and mitigate risks.
  • Company: Join Zodia Custody, a leading digital assets platform backed by major financial institutions.
  • Benefits: Enjoy competitive pay, private healthcare, flexible holidays, and a fun team culture.
  • Other info: Flexible hours with opportunities for growth in a fast-paced environment.
  • Why this job: Be part of a dynamic team shaping the future of digital assets and finance.
  • Qualifications: 1-3 years in client services, with knowledge of crypto and financial crime monitoring.

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

Zodia Custody 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, Zodia Custody enables institutional investors around the globe to realize 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 escalate 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 favorable

Requirements

  • 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

Benefits

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: Zodia Custody

Zodia Custody is an exceptional employer that fosters a collaborative and inclusive work culture, offering employees the chance to be part of a pioneering digital assets platform backed by prestigious financial institutions. With a strong focus on employee growth, we provide comprehensive training opportunities and a supportive environment that encourages innovation and adaptability. Our competitive benefits package, including a generous pension scheme and private healthcare, combined with a vibrant team atmosphere and flexible working arrangements, makes Zodia Custody an attractive place for professionals seeking meaningful and rewarding careers in the evolving landscape of digital finance.
Zodia Custody

Contact Detail:

Zodia Custody Recruiting 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 Zodia Custody. A friendly chat can give you insider info and maybe even a referral!

✨Tip Number 2

Prepare for the interview by brushing up on your knowledge of digital assets and financial crime prevention. We want to see that you’re not just a fit for the role but also passionate about the industry!

✨Tip Number 3

Show off your problem-solving skills during the interview. Think of examples where you’ve tackled challenges 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 serious about joining our team!

We think you need these skills to ace Client Services Agent

Client Support
Financial Crime Monitoring
KYC Procedures
Transaction Monitoring
Risk Management
Data Analysis
Communication Skills
Problem-Solving Skills
Attention to Detail
Digital Asset Knowledge
Adaptability
Team Collaboration
Conflict Management
Self-Motivation

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 the job description.

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

Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your strong communication skills. Use clear and professional language, and don’t forget to proofread for any typos!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!

How to prepare for a job interview at Zodia Custody

✨Know Your Digital Assets

Make sure you brush up on your knowledge of digital assets and the crypto landscape. Familiarise yourself with market infrastructure and regulatory considerations, as this will show your understanding of the industry and impress the interviewers.

✨Demonstrate Client-Centric Skills

Since the role is all about client services, be prepared to discuss your experience in handling client enquiries and providing support. Think of specific examples where you've successfully resolved issues or improved client satisfaction, as this will highlight your client-oriented mindset.

✨Showcase Your Problem-Solving Abilities

Prepare to talk about situations where you've had to solve complex problems or manage conflicts. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it clear how you approached challenges and what the outcomes were.

✨Be Ready for Shift Work Questions

Since the role requires flexibility for evening and weekend work, be honest about your availability and willingness to adapt. Show that you're open to change and can thrive in a fast-paced environment, which is crucial for the 24/7 operations they run.

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