Client Services Associate
2 weeks ago
Robert Half is recruiting for a Client Services Associate to join a wealth management company.
ROLE: Client Services Associate - 2-3 years experience
LENGTH: 12 Months contract
LOCATION: on site - London
PAY: Day Rate depending on experience
Skills
-A background within Wealth management in a similar or related role.
-Demonstrate experience in dealing with client reporting, CHAPS/SWIFT payments & client onboarding across multiple jurisdictions.
-Awareness of industry standards and developments
The Role
- This role is 70% on boarding with client reporting, payments and queries being the rest.
- Deliver first-class client service, to assist with the onboarding of clients of various structures and complexities including but not limited to Companies, trusts, SIPPs, and Charities ensuring the relevant AML/KYC regulatory requirements are met.
- Data inputting
- Payments processing
- Control of client reporting
- Onboarding
- Prepare for client meetings
- General administrative duties
- Review the accuracy of all output produced for clients
- Verification of reports and performance information
- Analysing reports and sending to front office
Start date -Mid June
Salary - Day rate depending on experience
If this is of interest, please apply and I'll be in touch asap.
Thanks,
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