Purpose of the role:
You will be an integral part of the team responsible for ensuring delivery of excellent client service and that all client entities are maintained in line with ongoing requirements and the standards required.
Responsibilities:
- Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures
- Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear
- Client/structure data management in a timely manner as required; accuracy of core data being critical to the service standards we achieve
- Gathering and progressing documentation in relation to bank account opening on behalf of the client structures we maintain
- Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT
- Close collaboration with and support to Client Management, delivering specific administrative tasks required in meeting client or business needs
Skills required:
- STEP (studying towards)
- ICSA (studying towards)
- Degree in relevant subjects
- A Levels in relevant subjects
- 18 months - 3 years' experience serving HNW international families
- Strong awareness of KYC, AML, CFT and GDPR requirements
- Good knowledge of and experience of working with NavOne