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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 your career growth.
- Benefits: Clear paths to progression and share in our success.
- Why this job: Make an impact in compliance while developing your skills in a supportive environment.
- Qualifications: Strong Microsoft Office skills and a keen eye for detail required.
- Other info: No professional qualifications needed; just a passion for learning and compliance.
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 Bolton 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 Bolton
✨Tip Number 1
Network like a pro! Reach out to current employees at Rathbones on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching Rathbones' values and recent news. We want to see that you're genuinely interested in the company and how you can contribute to their success.
✨Tip Number 3
Practice your answers to common interview questions, especially around compliance and AML topics. We know these can be tricky, so being well-prepared will help you shine!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the role.
We think you need these skills to ace Client Service Executive in Bolton
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 with due diligence and compliance. We love candidates who can demonstrate their ability to manage data accurately and efficiently.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 Microsoft Office Skills
Since excellent Microsoft Office skills are a must for this role, be prepared to discuss your experience with Word, Excel, PowerPoint, and Outlook. Think of specific examples where you've used these tools effectively, perhaps in managing data or creating reports.
✨Demonstrate Attention to Detail
In a role that requires meticulous file reviews and due diligence, it's crucial to highlight your attention to detail. Share examples from past experiences where your careful approach made a difference, whether it was catching an error or ensuring compliance.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess how you would handle real-life situations related to client service and compliance. Practice articulating your thought process clearly, showing how you can remain objective under pressure while managing multiple tasks.