Overall Summary Team member of the wider Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for accurately maintaining client data and validation of associated instruction. Responsibilities Accurate and timely processing of existing client static data changes which includes but is not limited to, change of address, change of bank details, ongoing fee amendments, regular payment set up/amendments, income preferences, online access maintenance and all other applicable data items Daily interaction with internal systems adhering to applicable SLAs and workflow management Adherence to all departmental procedures Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively Document management and validation - ensure documentation is scanned/saved and archived in accordance with department operating procedures Assist the Risk Event Management and Service Management Teams in the resolution of queries Participation in the Appraisal and Development Scheme To inform Line Manager of areas of concern and issues that may arise. Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity). Regulatory Responsibilities (Compliance/T&C) Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage High levels of accuracy and attention to detail Understands, follows and learns new processes Ability to work quickly and accurately within very tight deadlines, and prioritise effectively Good team player with the ability to work on own initiative and willing to respond to varying requests Has ownership and accountability for their work Client Focussed Flexibility and availability to work overtime during peak workload periods Excellent communication skills (written and verbal) IT proficiency Proactive nature to gain efficiencies Previous data entry and paperwork checking experience desirable As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.