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- Tasks: Coordinate new business take-on and provide AML support to investment teams.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Clear career progression paths and opportunities to share in company success.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: Strong Microsoft Office skills and a background in compliance or AML.
- Other info: Fast-paced role with excellent learning opportunities and a supportive team.
The predicted salary is between 30000 - 40000 £ per year.
A rewarding place to work. At Rathbones, we invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
The Role
- To co-ordinate the take on of new business and provide AML and operational support to the Investment Teams in Jersey and UK Delegated Investment Managers.
- To provide first line of defence file reviews, and where relevant report on regulatory and CDD risk analysis to Management Team.
Outcomes of the Role
- Ensure new RIMI business & clients comply with JFSC requirements.
- Act as point of contact between RIM Branches and RIMI.
- Maintenance of Client (RIMIL, & RIM-managed clients) and other databases.
- Ensure due diligence is completed on new accounts prior to sign off and opening of RID account. This includes assisting with enhanced due diligence and liaison with the AML Team as required post-receipt of external CDD information.
- Assist fund managers in the due diligence requirements and liaise with the MLCO and/or the clients in this connection if required.
- BNP PAAC updates and maintenance.
- AML file reviews, and production of Management Information.
- Welcome letter weekly chasers.
- New file set up and archive.
Knowledge & Experience
- Excellent Microsoft Office skills (Word, Excel, PowerPoint, Outlook) and database experience and skills; be able to deal with data quickly and accurately and relate and compare data from different sources.
- Recognise trends, identifying key issues and securing relevant information.
- To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines.
- Remain objective under pressure and continue to work productively and in a focused way.
- Ability to assimilate information quickly and learn on the job to develop expertise in own area and capably answer technical questions from clients and colleagues.
- Strong attention to detail.
- Communicate, both verbally and through the written word, in an effective and positive manner, adopting a flexible and adaptable approach.
- No professional qualifications required. Compliance/AML background/knowledge required.
- Strong background in Jersey Regulations, particularly AML and due diligence.
Client Service Executive in Bath employer: Rathbones Group Plc
Contact Detail:
Rathbones Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive in Bath
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute to their success. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, not rehearsed. Mock interviews with friends can be super helpful!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Service Executive in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Service Executive role. Highlight your experience with AML and operational support, and don’t forget to showcase your Microsoft Office skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Be sure to mention your understanding of Jersey Regulations and your attention to detail.
Showcase Relevant Experience: When filling out your application, make sure to include any relevant experience you have in compliance or due diligence. We love seeing candidates who can demonstrate their knowledge and skills in these areas!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at Rathbones!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your AML Basics
Make sure you brush up on your Anti-Money Laundering (AML) knowledge before the interview. Understand the key regulations and compliance requirements, especially those relevant to Jersey. This will show that you're not just familiar with the role but also genuinely interested in the industry.
✨Showcase Your Data Skills
Since the role requires excellent Microsoft Office skills and database experience, be prepared to discuss specific examples of how you've used these tools in past roles. Maybe you’ve created reports in Excel or managed databases—highlight these experiences to demonstrate your capability.
✨Demonstrate Attention to Detail
In this position, attention to detail is crucial. During the interview, provide examples of how you've successfully managed tasks that required a high level of accuracy. This could be anything from conducting thorough file reviews to ensuring compliance with regulations.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills under pressure. Think about situations where you had to manage tight deadlines or resolve conflicts. Practising your responses can help you articulate your thought process clearly during the interview.