At a Glance
- Tasks: Support client teams with compliance and due diligence for a range of wealth structures.
- Company: Join a leading firm in offshore financial services with a focus on client support.
- Benefits: Gain valuable experience, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities to learn and grow in the financial services industry.
- Why this job: Make a real difference by ensuring top-notch service and compliance for clients.
- Qualifications: 2-5 years in a similar role, ideally studying towards a relevant qualification.
The predicted salary is between 30000 - 40000 £ per year.
Our Client seeks a Client Support Officer to join their team.
Role Profile
You will work as part of the Client support team, proactively assisting Client administration teams with their compliance with CDD requirements during the lifecycle of a client. Support client teams with the review of clients and client owners and also due diligence documentation and information ensuring all is compliant with regulatory and policy and procedure requirements for a full range of wealth structures ensuring that first class service is provided to Clients, the Client Directors and Administration Teams. In addition you will complete Risk Screen checks and Google searches to support client due diligence and risk management. Review new CDD documents to ensure they meet the standard required by the business and where appropriate, an assessment of the certifier will also be required as part of this review. Ensure that data is populated in NavOne and that the documents are scanned in Laserfiche and they must ensure they deliver on internal and Client commitments to agreed deadlines and to a high standard. The role holder may be requested to support the client administration teams and new business teams with ad hoc projects as required and appropriate to their skillset including but not limited to supporting the completion of data and obtaining data to support real estate risk.
Key Responsibilities
- Undertake periodic and trigger event reviews for new and existing client entities.
- Ensure that review findings are concise and accurate.
- Review CDD document received and carry out an assessment on the certifier.
- Demonstrate effective communication, ensuring the objectives, initiatives and information is cascaded to team/direct reports.
- Undertake role specific tasks to support the Client Support Senior Manager.
- The role holder will ensure that their time is recorded accurately and that timesheets are submitted promptly.
- They will support the Administration Teams enabling them to focus on Client relationships.
- Develop and maintain knowledge of control documents, policies, procedures and processes.
- Maintain a sound understanding of key risks, legal, regulatory and AML obligations applicable to the business' operations and their impacts on the business.
- Ensure clear understanding of the business' Risk Appetite Statement.
- Encourage a culture of compliance by building strong relationships within the business.
Key Skills and Experience
- 2-5 years experience working in a similar support role.
- 2-5 years trust administration experience.
- The role holder is likely to be studying towards or hold a relevant professional qualification such as STEP or ICSA equivalent.
- Track record within the offshore financial services industry with experience of the administration of trust and company structures and experience in implementing CDD policies and procedures in the review of client files.
- A good understanding of Anti Money Laundering, Countering the Financing of Terrorism and Proliferation Financing legislation, codes of practice and regulatory guidance as well as industry best practice is essential together with company and trust regulation.
- An understanding of NavOne would be an advantage but is not essential as training will be provided.
Client Support Administrator/Officer in Douglas employer: Search-Select LTD
Join a dynamic and supportive team as a Client Support Officer, where your contributions will directly enhance client relationships and compliance standards. Our company fosters a collaborative work culture that prioritises employee growth through ongoing training and development opportunities, ensuring you are well-equipped to excel in the offshore financial services industry. Located in a vibrant area, we offer a unique blend of professional challenges and a commitment to work-life balance, making us an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Administrator/Officer in Douglas
✨Join Compliance Communities
Get involved in compliance and risk communities — both online and offline. Look for forums, LinkedIn groups, or even local meetups where compliance pros hang out. You never know who might drop a job opportunity your way!
✨Attend Industry Conferences
Keep an eye out for compliance and risk management conferences and workshops in your area. These events are a goldmine for networking, and they often have job boards or recruiters on-site looking for new talent. Plus, it’s a chance to learn what's trending in the field.
✨Leverage Your University Career Services
If you’ve recently graduated or are still studying, head over to your university's career services. Many companies, including those in compliance, actively recruit fresh talent through these services, so make sure you tap into that resource.
✨Showcase Your Knowledge Online
Start writing articles or blog posts about compliance topics that interest you. Share them on platforms like LinkedIn to demonstrate your knowledge and passion. This not only builds your presence in the field but can also catch the attention of companies like Search-Select LTD looking for candidates who are engaged and informed.
We think you need these skills to ace Client Support Administrator/Officer in Douglas
Some tips for your application 🫡
Show Your Understanding of Compliance:In the compliance-risk field, it's super important to showcase your understanding of regulations and risk management frameworks. Highlight any relevant coursework, certifications (like ICA or AML), or even projects that demonstrate your knowledge and commitment to this area. We want to see how you can navigate this complex landscape!
Quantify Your Achievements:When detailing your experience, try to quantify your achievements. For example, if you've previously worked on a project that improved compliance metrics or reduced risk exposure, give us the numbers! This data-driven approach really stands out to hiring managers in compliance-risk roles.
Tailor Your CV to Reflect Relevant Skills:Make sure your CV highlights skills that are particularly relevant to compliance, like attention to detail, analytical thinking, and report writing. Ensure these are easy to spot – consider using bullet points to break down your responsibilities and achievements for maximum impact!
Craft a Motivating Cover Letter:In your cover letter, let us know why you’re excited about the compliance-risk role at Search-Select LTD. Share what motivates you about compliance, and how you believe you can contribute to our mission. This is your chance to showcase not only your skills but also your passion for this important field!
How to prepare for a job interview at Search-Select LTD
✨Master the Regulations
Brush up on key compliance regulations relevant to the industry you're applying to. Familiarising yourself with specific laws and frameworks used in your field will give you an edge during technical questions. Show that you’re not just aware of them but can also apply them—think real-life scenarios!
✨Show Your Analytical Skills
Compliance roles really focus on analytical skills, so be prepared for case studies or situational questions during the interview. We've got to demonstrate how we approach risk assessments or compliance audits, possibly drawing on examples from past experiences or university projects. Bring some thoughtful case scenarios to discuss!
✨Know Your Tools
Get comfortable with commonly used compliance software and tools. Familiarity with platforms like RSA or MetricStream can really impress during your interview, as it shows you're ready to hit the ground running. If you’ve had any experience with them, make sure to highlight that!
✨Align with Company Culture
Since it's a full-time position, show your long-term commitment and interest in the company’s mission and values. Dive into how your ethics and professional philosophy align with Search-Select LTD’s stance on compliance. A shared vision can really resonate with interviewers looking for fit as much as skill!
