Documentation Specialist 9832

2 weeks ago

Chester, United Kingdom Pontoon Full time

Documentation Specialist
Chester
6 months
Salary in the region on £28,000pa dependant on experience
My client is on the world's leading financial institutions united in their purpose to help make financial lives better through the power of every connection. They are dedicated to helping teammates be their best at work and at home. It starts with having adiverse, inclusive workplace where employees are valued for their individual strengths and perspectives. They firmly believe all employees should be treated with respect, live free of discrimination and be able to bring their whole selves to work. This iscore to who they are as a company and how they drive responsible growth.
They are recruiting for Documentation Specialist to join their team at their offices in Chester, this is a full time office based role working Monday to Friday, 9am to 5pm. This role is on an initial contract of 6 months with the possibility of extension andprogression.
As a Document Specialist your main responsibilities will involve:

- Managing the communication of Know Your Customer documentation requirements as well as the collection of required documents within determined time limits
- Maintaining a working knowledge of Know Your Customer documentation requirements for various EMEA and APAC jurisdiction
- Reviewing and implementation of updated Constitutional Documents
- Working in partnership with the client to manage expectations of the process and timelines, providing support and guidance throughout the document collection process to ensure the optimal resolution
- Ensuring that all aspects Documentation have been requested from the client
- Dealing internally with business partners to ensure cases are actioned promptly. Holding occasional calls and Webex sessions assist in completing our documentation requirements
- Independently verifying information provided by the client
- Good Business Partner relationship building including but not limited to Compliance Officers, Front Office, and Sales Team etc.
- Coordinating with internal Business Partners as necessary
- Attending conference calls to answer client queries and assist with the resolution of any issues
As a Document Collection Associate your skills and qualifications will ideally include:

- Being able to demonstrate strong experience with client facing roles, both orally and written, preferably within a similar client servicing function
- Experience dealing with corporate clients at all levels in a positive and professional manner, with the ability to work under pressure in a fast-paced and constantly changing environment
- Self motivating, flexible, proactive; excellent team player and able to work independent of direct supervision
- Problem solving/analytical and organizational skills
- General PC, Windows and Excel Knowledge
Core skills:

- Recent experience of working in a client focused role within the Financial Services Industry involving client on-boarding and legal/KYC documentation processes would be advantageous
- Enthusiasm, commitment and a willingness to take on new roles and responsibilities and also be able to adapt to other client onboarding tasks when required
- Recent experience of working in a risk-based environment
- Fully conversant with the MS Office suite
- Ability to work in a pressurized environment
- Adaptability to change in an ever-changing environment
- Additional European language desired (ideally French/Spanish/Italian/German)
Pontoon is an employment consultancy and an equal opportunities' employer.

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