Client Profile Information Management Administrator
Posted on :
17-04-2024
Employer Active
1 Vacancy
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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 online services.
- Ensure all documents are completed in their entirety and in a compliant fashion.
- Maintain input and rejection stats.
Requirements
- 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 wellestablished firm.
1-3 years financial services experience essential Qualified Financial Advisor designation or working towards this Excellent customer service skills High level of attention to detail Ability to prioritise work effectively Strong communication skills Team player
Employment Type
Full Time
Company Industry
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