26 Apr 2023

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! 

Register with us
Temp Jobs to Fit Around Your Lifestyle
Jobs are Booming