02 Dec 2022

Client Services Administrator

Ref 35580

Do you have experience in compliance/risk reviews? Then maybe this is the perfect role for you? An independent investment management company seeks a client services administrator to conduct risk reviews of their existing clients.

Key responsibilities for this role:

  • Conduct Risk Reviews for clients
  • Undertake KYC administration for existing clients in conjunction with Risk Reviews
  • Undertake KYC for new clients, to include on-boarding processes, background checks and due diligence searches
  • Run the annual GDPR Compliance process 
  • Run process for deletion/archiving of files 
  • Run quarter-end reports to identify closed accounts
  • Prepare payment checklists in relation to payment requests received

The required candidate will have the the ability to follow procedures and processes diligently, have experience of working within a regulated financial services company and have knowledge of KYC and CDD processes.

If that's you then register today! 

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