Client Documentation Analyst
3 weeks ago
**REPORT TO**: Head of Operations
**CONTROLLED FUNCTION**:
(YES/NO): No
**SIGNIFICANT INFLUENCE FUNCTION**:
(YES/NO):No
**COMPANY BACKGROUND**
UBP’s London branch opened in 1991 covering European and emerging-market equity fund management, alternative investments, bond trading and institutional and private client services. On 31 December 2018, UBP acquired ACPI Investments Limited (ACPI), an independentLondon-based investment management company, and the activities of ACPI IM Limited in Jersey. In August 2020 UBP completed a further acquisition of the Wealth Management arm of Jefferies.
**MAIN RESPONSIBILITIES**
As a member of the Client Documentation team the Client Documentation Analyst role based in London, is responsible for providing an efficient and accurate administration service to External and Internal Clients alike as defined below:
**DUTIES AND SPECIFICATIONS**
- Input & validation of new account data into the database
- Updating of existing client accounts in the database
- Responding in a timely and accurate manner to Relationship Manager queries
- Arranging and scanning of all general & payment correspondence as well as Account documentation
- Supporting team on day-to-day operational tasks
- Dealing with e-banking setup, renewals, and queries
- Liaising on adhoc projects for bank wide initiative
- To greet and welcome clients on an adhoc basis, as and when required
**KNOWLEDGE AND EXPERIENCE**
**Regulatory Requirements**:N/A
**Control function**: N/A
**Qualifications**: Solid education to at least A Level standard
**Core Benefits**
25 days holiday plus bank holidays per annum
Non-contributory group pension scheme
Life assurance and dependent’s pension
Income protection insurance
Private medical insurance
Dental insurance
Travel insurance (business and personal)
Gym subsidy
Cycle to work
Mental Health & Wellbeing app
Employee Assistance Programme
1 day a week flexible working from home. Accumulating unused days per month to utilise in one go
**KNOWLEDGE AND EXPERIENCE**
- Experience of Client On-boarding
- Knowledge of Corporate Documentation requirements
- Working knowledge of Money laundering rules and regulations
- Computer and PC literate, with knowledge of Spreadsheet, Database and Word Processing software. (Microsoft Word & Excel)
- Precise, analytical and logical approach to tasks
- Ability to deal with Relationship Managers and Internal Customers at all levels
- Good verbal & written communication skills
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