Client Account Set Up Professional

2 days ago


London, Greater London, United Kingdom Insigniscash Full time
Account Setup and Verification Expert

Insigniscash is seeking a skilled and motivated professional to join our Client Account Set Up team as an Account Setup and Verification Expert. This role requires a high degree of accuracy, attention to detail, and organisational skills, ensuring seamless account setup and verification processes.

About Insigniscash

Insigniscash is a forward-thinking financial services company dedicated to delivering exceptional client experiences. We foster a culture of collaboration, innovation, and growth, empowering our employees to thrive in their roles and advance within the company.

Salary: £38,000 - £48,000 per annum (dependent on experience)

Job Description:

  • Accurately set up and verify customer accounts, ensuring compliance with regulatory requirements.
  • Maintain accurate records, managing customer data with precision and confidentiality.
  • Collaborate with internal teams to address any discrepancies or concerns.
  • Stay up-to-date with regulatory changes, adapting procedures accordingly.

Requirements:

  • Proven experience in account setup and verification.
  • Strong analytical skills, attention to detail, and organisational abilities.
  • Proficiency in Microsoft Office Suite and CRM systems.

Benefits:

  • Competitive salary and benefits package.
  • Generous annual leave allowance.
  • Pension contributions.
  • Private medical insurance.
  • Wellness discounts.
  • Cycle to Work Scheme.
  • Regular team events and training sessions.

Working Arrangements:

  • Hybrid working model: 3 days in the office, 2 days remote.


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