Client Service Executive

Rathbone Brothers Plc

St Helier, JE, Jersey
On-site
Microsoft office suite proficiency
Database management and analysis
Aml and due diligence knowledge
The role involves coordinating new business take-on and providing AML and operational support to Investment Teams

Job Summary

  • The role involves coordinating new business take-on and providing AML and operational support to Investment Teams.
  • Key responsibilities include ensuring compliance with JFSC requirements, maintaining client databases, and conducting AML file reviews.
  • Rathbones offers a comprehensive remuneration package including pension, private medical insurance, life assurance, and a company share scheme.

Matching Summary

The role involves coordinating new business take-on and providing AML and operational support to Investment Teams.

Skills & Requirements

Must-have

  • Microsoft Office Suite proficiency
  • Database management and analysis
  • AML and due diligence knowledge
  • Jersey Regulations expertise
  • Effective time management skills
  • Strong attention to detail

Nice-to-have

  • Ability to assimilate information quickly
  • Objective under pressure
  • Flexible and adaptable approach
  • Positive communication style

Key Requirements

  • Compliance/AML background/knowledge required
  • Strong background in Jersey Regulations
  • No professional qualifications required

Work Rights

Not specified

Tailored Resume

Cover Letter