Account Opening Associate
other jobs Sterling Williams LTD
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 - £34,000 per annum
Job Description:
Client Onboarding Administrator
London (Hybrid)
Permanent
Circa £30,000 - £34,000
An excellent opportunity for a client onboarding administrator to join a rapidly growing financial services firm based in London. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.?
Skills & Requirements
?
?
*2 Years’ experience in Financial Services, preferably in Wealth Management
*Excellent administration and interpersonal skills
*Capability to work under pressure in order to meet deadlines
*Ability to work individually and as part of a team
?
?The Role
?
*Handling new client onboarding
*Looking into KYC/AML
*Looking into erroneous reports (investigate incorrect data & passing to relevant team to correct and checking before confirming to client).
*Arranging for copies of original documents to be certified and originals sent back to investors.
*Maintaining and providing information to associate companies in relation to Property only accounts.
*Responsible for designated area of data within teams’ data dashboard.
London (Hybrid)
Permanent
Circa £30,000 - £34,000
An excellent opportunity for a client onboarding administrator to join a rapidly growing financial services firm based in London. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.?
Skills & Requirements
?
?
*2 Years’ experience in Financial Services, preferably in Wealth Management
*Excellent administration and interpersonal skills
*Capability to work under pressure in order to meet deadlines
*Ability to work individually and as part of a team
?
?The Role
?
*Handling new client onboarding
*Looking into KYC/AML
*Looking into erroneous reports (investigate incorrect data & passing to relevant team to correct and checking before confirming to client).
*Arranging for copies of original documents to be certified and originals sent back to investors.
*Maintaining and providing information to associate companies in relation to Property only accounts.
*Responsible for designated area of data within teams’ data dashboard.
Job number 3722842
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