Description
Key areas of responsibility include, but are not limited to, the following:- Ensuring all client and stakeholder operational queries are accurately answered in a timely manner.
- Guiding clients through the on-boarding process (account opening and transacting, documentation checks, investor eligibility assessment, and transition management).
- Maintaining investor account information and activity records.
- Managing small and large-scale projects aimed at creating efficiency and improving client experience.
- Completing operational due diligence questionnaires.
The Applicant
- Excellent Academic Record (2:1 Minimum)
- Professional Accounting Qualification: (ACA,ACCA,CIMA)
- Client Facing Skills
- High Level of Accuracy and Attention to Detail
- Ability to communicate clearly with excellent written and oral communication skill
- Intermediate to advanced computer literacy
This role is an excellent opportunity to join one of the worlds fastest growing wealth managers.
If this role is of interest, please respond with an up to date copy of your CV and a member of our team will be in touch.