Client Services Administrator (Onboarding) - AML/DUE DILIGENCE

SUMMARY:
-

POSITION INFO:

HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANK

Job Description:

An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. 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:

Essential:

2 Years’ experience in Financial Services, preferably in Wealth Management

Good technology skills and awareness, solid working experience of key Microsoft Office applications

Knowledge of AML & Due Diligence

?

Preferred:

Awareness of anti-money laundering and know your client/due diligence requirements

The Role:

Opening of client accounts

Dealing with a variety of client queries

Updating of static data on internal systems

Collating due diligence documentation

Keeping records of payments, journals and stock transfers

Providing clients with online access

Creation of client correspondence, when necessary

Remediation project work

Please send your CV to if you are interested.