Bank Account Management Administrator

4 days ago


Southampton, Southampton, United Kingdom Aztec Group Full time
About the Role

We are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at Aztec Group. As a key member of our team, you will be responsible for facilitating and managing 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 our system, minimizing errors and ensuring efficiency in the process.
  • Communicate effectively with internal teams to resolve any issues related to account opening and ensure a smooth process.
  • Address and resolve any issues or discrepancies in account opening applications, maintaining 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 seamless experience.
  • Assist other team members with account opening applications and contribute to the ongoing improvement of account opening workflows and procedures.
  • Uphold strict confidentiality standards in handling customer information and utilize relevant banking software and technology for efficient account processing.
Requirements
  • Understanding of banking regulations and compliance standards related to account opening (AML/CDD)
  • Strong customer service skills and ability to communicate effectively with internal teams
  • Meticulous attention to detail and ability to work accurately in a fast-paced environment
  • Clear and effective communication skills and ability to adapt to changes in procedures and regulations
  • Technology proficient and able to utilize relevant banking software and technology
  • Efficient time management and ability to prioritize tasks effectively
  • Ability to work in a team environment and contribute to the success of the team
About Us

Aztec Group is a leading independent, owner-managed business that puts its people and clients at the centre of everything we do. We are committed to providing a supportive and inclusive work environment that allows our employees to grow and develop their careers.

We offer a competitive salary, discretionary bonus scheme, flexible working arrangements, and a range of benefits including private medical insurance, pension scheme, and life assurance. We are also committed to investing in our employees' personal and professional development, providing training and opportunities for growth and advancement.



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