08 Oct 2021

Client Case Management Associate

Ref 34119

Our client is seeking a Client Case Management Associate to join their team. The successful candidate will be responsible for focusing on customer experience and end to end hand hold of direct client cases.

The chosen candidate will also provide support, direction and mentoring for other team members, undertake client due diligence on operational trigger events and ensure all AML / CDD requirements are adequately completed as per regulatory requirements and internal AML guidelines.

The ideal candidate will have:

  • 5+ years’ experience in a compliance or customer focused servicing environment within the financial services sector
  • Life assurance products
  • Fund investment experience will be an advantage
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