This role is responsible for delivering a consistently high standard of investor service, ensuring a seamless, accurate, and “first time-right” experience
Job Summary
This role is responsible for delivering a consistently high standard of investor service, ensuring a seamless, accurate, and “first time-right” experience.
The position proactively supports investors across the full lifecycle, meaning fairness, transparency, and regulatory compliance at all times.
We offer a competitive remuneration commensurate with skills and experience, along with training and development opportunities.
Matching Summary
This role is responsible for delivering a consistently high standard of investor service, ensuring a seamless, accurate, and “first time-right” experience.
Skills & Requirements
Must-have
Investor interaction end-to-end ownership
Transaction monitoring and account reviews
FATCA/CRS compliance
Multi-channel communication management
High attention to detail and accuracy
Nice-to-have
Solutions focused and adaptable
Commitment to exceptional investor experience
Collaborative working style
Key Requirements
3-5 years’ experience in financial services
Working knowledge with AML, KYC, CDD
Proficient in Excel, Trello, and similar operational tools