The role involves liaising with Investment Managers to ensure the smooth opening of or amendments to client accounts, including various account types like ISAs, SIPPs, and Trusts
Job Summary
The role involves liaising with Investment Managers to ensure the smooth opening of or amendments to client accounts, including various account types like ISAs, SIPPs, and Trusts.
Key tasks include reviewing paperwork, performing AML and due diligence checks, creating client records on the CRM, and assisting with deceased client account administration.
The company offers a comprehensive benefits package including holiday, incentive scheme, pension, private medical insurance, and life assurance.
Matching Summary
The role involves liaising with Investment Managers to ensure the smooth opening of or amendments to client accounts, including various account types like ISAs, SIPPs, and Trusts.
Skills & Requirements
Must-have
Client account opening processes
Amendments to client accounts
Account transfers administration
Client due diligence checks
Money laundering checks
CRM system data entry
Nice-to-have
Process improvement initiative
Strong attention to detail
Good time management skills
Enthusiastic and confident
Relationship management with teams
Key Requirements
Experience in a similar operations role
Financial Services experience
Investment Management industry experience preferred