Bank Account Operations Coordinator
4 weeks ago
About the Role:
We are seeking a highly organized and detail-oriented Bank Account Operations Coordinator to join our team at Aztec Group.
As a key member of our operations team, you will play a crucial role in facilitating the efficient processing of new account opening applications for our clients across the Group.
Key Responsibilities:
- Assist our customer service teams in understanding 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.
- Collaborate with internal teams to resolve any issues related to account opening and ensure efficiency in the process.
- Maintain organized and secure records of account opening documentation.
- Provide excellent customer service and support to customers with inquiries related to their account opening status.
- Stay up-to-date with relevant banking software and technology to ensure efficient account processing.
- Contribute to the ongoing improvement of account opening workflows and procedures.
Requirements and Qualifications:
- 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.
- Computer literacy skills and interpersonal skills are essential.
- Strong customer service skills.
- Meticulous attention to details with a consistent focus on accuracy and precision in data entry and documentation.
- Clear and effective communication skills.
- Ability to adapt to changes in procedures and regulations.
What We Offer:
- Competitive salary.
- Discretionary bonus scheme.
- Flexible, hybrid working.
- Generous holiday allowance.
- Pension scheme.
- Private medical insurance, including eye care.
- Permanent health insurance.
- Life assurance (death in service and critical illness benefit).
- Worldwide travel insurance.
- Ability to work abroad for up to 3 weeks per annum.
- Regular social events.
- Health and wellbeing programmes.
- Significant investment into your personal and professional development.
About Us:
Aztec Group is a leading independent financial services provider in the Channel Islands, with a reputation for delivering exceptional service to our clients. We are proud to offer a positive and supportive work environment, with opportunities for career development and growth.
At Aztec Group, we are committed to providing a comprehensive package of benefits to our employees, including a competitive salary, discretionary bonus scheme, flexible working arrangements, and access to a range of training and development opportunities.
If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact details].
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