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Bank Account Management Specialist

2 months ago

St Peter Port, United Kingdom Aztec Group Full time
Job Summary

We are seeking a highly organized and detail-oriented individual to join our team as a Bank Account Management Administrator. In this role, you will be responsible for facilitating and managing the efficient processing of new account opening applications for our clients across the Group.

Key Responsibilities
  • Collaborate with Customer Service Teams to understand account opening requirements and guide them through the process.
  • Collect and verify necessary documentation for new account applications, ensuring strict adherence to regulatory requirements and internal account opening framework.
  • Input customer information accurately into the system/bank forms, minimizing errors and ensuring efficiency in the process.
  • Communicate effectively with internal teams to resolve any issues related to account opening and maintain organized and secure records of account opening documentation.
  • Provide support to customers with inquiries related to their account opening status and collaborate with internal stakeholders to ensure a smooth account opening process.
  • Assist other team members with account opening applications and contribute to the ongoing improvement of account opening workflows and procedures.
Requirements
  • 1+ years experience in a banking and/or onboarding role.
  • Basic knowledge of CDD/AML.
  • Experience in the Financial Services industry and an understanding of fund structures would be highly regarded.
  • Positive and proactive approach, with strong customer service skills and computer literacy.
  • Meticulous attention to details with a consistent focus on accuracy and precision in data entry and documentation.
  • Clear and effective communication skills, with the ability to adapt to changes in procedures and regulations.
About Us

Aztec Group is a truly independent, owner-managed business that puts its people and clients at the centre of everything it does. We offer a competitive salary, discretionary bonus scheme, flexible working, and a range of benefits, including private medical insurance, permanent health insurance, and life assurance.

We will provide the training and support you need to succeed in this role, including professional qualifications and ongoing development opportunities. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.