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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 by ensuring compliance and supporting investment operations.
- Qualifications: Strong Microsoft Office skills and a background in compliance or AML.
- Other info: Dynamic environment with opportunities to learn and grow in the finance sector.
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 Leeds 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 Leeds
✨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 like a robot reciting a script. Mock interviews with friends can really help!
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Client Service Executive in Leeds
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 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 don’t miss out on any important updates from us!
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 or analysed data trends—share those stories to highlight your capabilities.
✨Demonstrate Time Management
The job involves planning and managing time effectively, so come ready with examples of how you've successfully met deadlines in previous positions. Talk about any tools or methods you use to stay organised and ensure tasks are completed on time.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and positively. You might even want to prepare a few questions to ask the interviewer, showing that you’re engaged and eager to learn more about the company and its culture.