Client Profile & Information Management Administrator
Client Profile & Information Management Administrator
Posted on :
16-11-2022
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Job Description
We are currently working with an Investment Management firm who are looking to add a Client Profile and Information Management Administrator to their team. As part of the team you will ensure the firms clients receive excellent service when opening an account.
Role Duties Include:
- Input Investor Profiles, liaise with Wealth Management teams
- Guarantee all changes to client data are processed in line with SLAs and daily deadlines, Client Asset Regulations, AML Regulations, and Internal procedures
- Ensure clients are given access to myDavy online services.
- Ensure all documents are completed in their entirety and in a compliant fashion.
- Maintain input and rejection stats.
Requirements
- Minimum of 2 years experience in financial services
- Experienced in reviewing anti money laundering documentation
- Strong customer service skills
- Proficient in MS Office suite, particularly MS Word and Excel
- Strong communication skills, both written and verbal
Benefits
On offer is a competitive salary and benefits package as well as the opportunity to join a well-established firm.
For more information and to arrange a confidential phone call please contact Aoife Stokes at[email protected]
Minimum of 2 years' experience in financial services Experienced in reviewing anti money laundering documentation Strong customer service skills Proficient in MS Office suite, particularly MS Word and Excel Strong communication skills, both written and verbal
Employment Type
Full Time
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