Client Services Agent

Client Services Agent

London Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
Zodia Custody

At a Glance

  • Tasks: Support global clients with inquiries and monitor transactions for compliance.
  • Company: Join Zodia Custody, a leading crypto-custody provider backed by major financial institutions.
  • Benefits: Enjoy flexible bank holidays, private healthcare, and a competitive pension scheme.
  • Other info: Shift work required; join a friendly team with monthly socials and seasonal celebrations.
  • Why this job: Be part of a dynamic team in a fast-paced environment with opportunities for growth.
  • Qualifications: 1-3 years in client services, preferably in banking or finance, with a passion for digital assets.

The predicted salary is between 36000 - 60000 ÂŁ 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 haves exceptional EQ for dealing with clients

BenefitsWe 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)

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Client Services Agent employer: Zodia Custody

Zodia Custody is an exceptional employer, offering a dynamic work environment that fosters professional growth and collaboration within the rapidly evolving digital asset space. With a strong backing from industry leaders like Standard Chartered Bank and Northern Trust, employees benefit from competitive perks such as a generous pension scheme, private healthcare, and flexible bank holidays, all while being part of a friendly team that values social engagement and diversity. This role not only provides the opportunity to work in a cutting-edge sector but also allows for meaningful contributions to client satisfaction and financial crime prevention on a global scale.
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

Familiarise yourself with the digital asset landscape. Understanding the basics of crypto custody and the regulatory environment will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the field.

✨Tip Number 2

Network with professionals in the financial services and crypto sectors. Attend industry events or join online forums to connect with people who work in client services or related roles, as they can provide valuable insights and potentially refer you to opportunities.

✨Tip Number 3

Prepare for situational interview questions that focus on client interactions and problem-solving. Think of specific examples from your past experiences where you successfully managed client inquiries or resolved conflicts, as this will showcase your client-oriented mindset.

✨Tip Number 4

Highlight your adaptability and ability to work under pressure. Given the fast-paced nature of the role, be ready to discuss how you've thrived in similar environments and how you handle multiple tasks while maintaining a high level of service.

We think you need these skills to ace Client Services Agent

Client Relationship Management
Financial Crime Risk Assessment
Transaction Monitoring
Knowledge of KYC Procedures
Data Analysis
Problem-Solving Skills
Attention to Detail
Effective Communication Skills
Adaptability in Fast-Paced Environments
Experience with Digital Assets
Operational Support Skills
Team Collaboration
Proactivity
Conflict Management Skills
Fluency in Business English

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the responsibilities and requirements of the Client Services Agent position. Tailor your application to highlight relevant experiences that align with the role.

Highlight Relevant Experience: Emphasise your experience in client services, particularly within banking or finance. Mention any specific roles where you dealt with financial instruments, digital assets, or compliance to showcase your suitability for the position.

Showcase Communication Skills: Since strong verbal and written communication skills are essential, ensure your CV and cover letter reflect your ability to articulate clearly. Use examples from past experiences where you effectively communicated with clients or team members.

Tailor Your Application: Customise your CV and cover letter for Zodia Custody. Mention your interest in disruptive technologies and digital assets, and how your personal attributes like proactivity and adaptability make you a great fit for their team.

How to prepare for a job interview at Zodia Custody

✨Show Your Client-Centric Mindset

Emphasise your experience in client services and how you've successfully managed client relationships in the past. Be ready to share specific examples of how you’ve resolved client issues or improved their experience.

✨Demonstrate Your Knowledge of Financial Crime Prevention

Familiarise yourself with the basics of financial crime risks and compliance regulations. During the interview, discuss any relevant experience you have in monitoring transactions or conducting investigations, as this is crucial for the role.

✨Highlight Your Adaptability

Given the fast-paced environment at Zodia Custody, be prepared to discuss how you've adapted to changes in previous roles. Share examples that showcase your ability to thrive under pressure and manage multiple tasks effectively.

✨Communicate Clearly and Articulately

Since strong communication skills are essential, practice articulating your thoughts clearly. During the interview, ensure you listen actively and respond thoughtfully, demonstrating your ability to engage with clients and colleagues alike.

Client Services Agent
Zodia Custody
Location: London

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