20 Nov 2020

Cross Unit Account Manager

Ref 33226

A wealth management group is seeking a Cross Unit Account Manager to join their Cross Unit Relationship Management Team for a 6 month period, who provide wide ranging support services to the Relationship Managers.

The role holder will manage incoming e-mail and calls, assist the Relationship Managers with all aspects of account opening from providing the blank set of documentation, control client transactions, including payment control and authorisation, security trading and foreign exchange transactions.

Applicants must have 5 years banking experience in a back and front office role and have excellent knowledge of Microsoft Office ie Outlook, Word & Excel, Host, ACT, myCRM, On Demand, Host, OTMS, Market Map.

 

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