Client Data Analyst, Client Services, Client Onboarding, Wealth Management, 9 month FTC
SALARY: 42-48K
The Company
A highly regarded and successful Investment Management Company.
The Role
THIS ROLE IS A 9 MONTH FTC
The successful candidate must be a self-starter with a passion for Client Data working to a high standard showing initiative and drive, providing day to day data across the Wealth Management Firm.
The Client Data Analyst role will be focused on Client Onboarding / Client Account Opening and working with Client Fees. Responsibilities include:
1. Static data entry and data amendments.
2. Monitoring data quality.
3. Managing and maintaining data vendor relationships.
4. Ensuring appropriate governance and standards are applied from the outset.
5. Accurately inputting and maintaining reference data in the Wealth Management Firms system.
6. Implementing and performing data quality check processes to mitigate risk and investigate data discrepancies - Client KYC and Due Diligence Data.
7. Liaising with internal colleagues and external vendors ensuring a high level of accuracy at all times.
The Candidate
Necessary qualifications include:
1. Investment Management / Wealth Management industry knowledge/experience.
2. Some experience with Client Operations Data, Client fees, Client Account Opening, Client Onboarding.
3. An understanding of KYC and Client Diligence.
4. Strong analytical skills with the ability to collect, organize and analyze significant amounts of information accurately.
5. Competent in all MS Office products - especially Excel.
6. A team player.
7. Excellent organizational skills, capable of organizing own workload.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Analyst, Other, and Quality Assurance
Industries
Financial Services, Investment Management, and Investment Advice
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