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For Companies GraduateOperationsrolewithintheClientOnboardingTeamofaboutiqueinvestmentcompanyinWestLondon-upto£37,000plusbenefits
Thisestablishedandsuccessfulinvestmentadvisorycompanyofc.200inLondonHQarelookingforabrightanddetailorientatedgraduatetojointheirClientOnboardingteamof4.YouwillbejoiningatajuniorlevelbutwiththesupportofSeniorAssociatestotrainyou,soyoumustbeaself-starterandhighlymotivatedtoworkinasmallbutverybusyteam.
Youwillbethefirstpointoftheclientjourney,soprovidingexceptionalserviceisimperative.Youwillbereviewingclientdocumentationrelatingtoopeningnewaccounts,ensuringfinancialregulationsandAMLrequirementsareadheredtoandreviewingKYCdocumentation.YouwillbecomfortableactingasagobetweenfortheComplianceteamandInvestmentManagers-ensuringthatclientshaveprovidedthecorrectdocumentation,chasingformissingdocumentationandmanagingtimelinesandexpectations.
Musthaveanexceptionallyhighlevelofattentiontodetail,behappydealingwithlargevolumesofdocumentationandbeabletodecipherandstayontopofever-changingfinancialregulation-youdon’tneedpriorexperienceinthisfieldbutmustbewillingtolearnandhaveaninterestincompliance / KYC / financialregulations.Youwillbehappyinahighpressure,fastpacedenvironmentandbehighlyorganise…
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Contact Detail:
Buckingham Recruitment Recruiting Team