Our client a leading Wealth Management firm are looking to hire a Client Profile & Information Management Associate to join their team.
1. Ensure all new accounts are processed in line with SLA's, Client Asset regulation, AML regulations and internal procedures.
2. Assist clients in any queries they may have in relation to account opening and regulatory rules.
3. Liaise with other departments to minimise risk and ensure all rules & regulations are adhered to
4. Ability to review and improve on existing procedures & processes and use this knowledge to improve efficiencies and processes within the area.
Requirements
5. Third Level qualification in a business-related discipline
6. Minimum of 2 years' experience in financial services
7. Experienced in reviewing anti money laundering documentation
8. Excellent customer service skills
9. Strong communication skills, both written and verbal;