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Client liaison administrator

Ipswich
Permanent
Time Appointments
Posted: 10 July
Offer description

Our client, a growing and professional financial services business on the outskirts of Ipswich are recruiting for a Financial Services Administrator to join their team. The focus of this role will be around processing clients, dealing with account opening paperwork, quality checking and reviewing all requirements that are carried out. You will be answering clients queries regarding completing onboarding paperwork.

Key Duties & Responsibilities:

1. Issuing and sending out Account Opening paperwork to clients upon instruction
2. Assisting clients with queries on completing Account Opening paperwork over the telephone as required
3. Chasing required client correspondence
4. Processing client account opening paperwork
5. Have a broad understanding of anti-money laundering (AML) issues
6. Performing AML and KYC checks, reviewing client documentation and ensuring documentation submitted complies within guidelines
7. Providing data entry function and assisting with record management processes
8. Liaising with Compliance, Front Office, third party companies and service teams
9. Processing of transfer in requests from clients and communicating with the Investment Manager and the Transfers Department

Skills & Experience Required:

10. Proven financial services administration experience, gained from a professional regulated business
11. Knowledge of Anti Money Laundering checks and KYC
12. Excellent communication skills, verbal and written
13. Exceptional attention to detail
14. A flexible approach to work and able to adapt to changing demands
15. GCSE passes at grades C or above in Maths and English (or the equivalent)

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