24 May 2022

Representative- Client Service Investment Operations

Ref 34886

A financial services company is looking for a Senior Representative in their Client Service Investment Operations Department.  Duties will include onboarding investors, reviewing existing CDD, oversight and assistance to partners working in an outsourced location, coupled with undertaking projects.

The successful Candidate will check customer reviews undertaken by the processing team, ensure the identification and verification of all customers against checklists, confirm correspondence is accurate and meets deadlines, together with using their expertise and professionalism to help team members.

Should you be interested in this challenging and diverse role please email team@situations.gg




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