Client Liaison Administrator
3 weeks ago
Our client, a growing and professional financial services business on the outskirts of Ipswich are recruiting for a Client Onboarding Administrator to join their team. The focus of this role will be around processing clients, dealing with Account Openingpaperwork, Quality checking and reviewing all requirements that are carried out. You will be answering clients queries regarding completing onboarding paperwork.
Duties;
- Sending out Account Opening paperwork to clients upon instruction
- Assisting clients with queries on completing Account Opening paperwork over the telephone as required
- Chasing required client correspondence
- Process client account opening paperwork
- Have a broad understanding of anti-money laundering (AML) issues
- Perform AML and KYC checks, review client documentation and ensure documentation submitted complies within guidelines
- Provide data entry function and assist with record management processes
- Liaise with Compliance, Front Office, third party companies and service teams
Experience;
- Financial services experience within an administration role or similar
- Knowledge of Anti Money Laundering checks and KYC
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