Client Services Representative
4 weeks ago
Equivalent Full-Time Salary:
£23,000 - £26,000. We are seeking a Client Services Representative for a reputable employer in the professional services sector. This role is essential to the operational success of the organization. You will be responsible for managing client account documentation, ensuring all requirements are fulfilled, addressing client inquiries regarding paperwork, and processing incoming transfers.
Key Responsibilities:
1. Communicate with clients via telephone and email regarding their account documentation.
2. Dispatch account opening documents to clients and follow up as necessary.
3. Assist clients over the phone with inquiries related to completing account opening forms.
4. Process client account opening documents and ensure proper setup in the system.
5. Conduct Anti-Money Laundering (AML) and Know Your Customer (KYC) checks, review client documentation, and ensure adherence to regulatory standards.
6. Review accounts for discrepancies and escalate issues as needed.
Qualifications:
- Previous office experience is required.
- Experience in providing customer service over the phone is essential.
- A strong client focus and commitment to quality are necessary attributes.
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