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Posted 18 days ago

An established private bank is currently seeking an enthusiastic and proactive individual to join their client services team.

You will be responsible for providing efficient and accurate administration of client accounts on the database and documents system, whilst also supporting treasury, operations and banking teams.

Responsibilities will include:

  • Reviewing documentation received and liaising with administrators to obtain the correct KYC to support the migration project

  • Collating the documentation needed to proceed with new account opening requests

  • Preparing packs to be reviewed by the compliance teams

  • Attending team meetings to discuss and present new additional information for new/existing accounts

Experience and skills required:

  • Previous experience using a banking system would be an advantage

  • Good organisational skills

  • Ability to work independently and using own initiative  

  • High level of attention to detail

  • Excellent written and verbal communication skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.