Client Services Administrator (Onboarding) - Aml/Due Diligence

Details of the offer

HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANKJob 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 ManagementGood technology skills and awareness, solid working experience of key Microsoft Office applicationsKnowledge of AML & Due DiligencePreferred:Awareness of anti-money laundering and know your client/due diligence requirements The Role:Opening of client accountsDealing with a variety of client queriesUpdating of static data on internal systemsCollating due diligence documentationKeeping records of payments, journals and stock transfersProviding clients with online accessCreation of client correspondence, when necessaryRemediation project work Please send your CV to ****** if you are interested.


Nominal Salary: To be agreed

Job Function:

Requirements

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