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Posted 23 days ago

Reach your full potential whilst making a difference to this highly regarded, global leader in wealth management, which is committed to ensuring their employees thrive within a challenging and progressive environment and achieve their career aspirations.

Being part of a dynamic and collaborative custody solutions team, you will assist with the new product approval process, uploading new accounts being accepted onto the platform and updating any changes to client structures.

Responsibilities will include:

  • Preparing standardised custody fee tariffs

  • Escalating requests for non-standard fee tariffs to Senior Management

  • Monitoring and clearing product account opening exemptions

  • Creating new custody account client files and preparing new documentation and workbooks

  • Updating new business/control logs for all new custody business

Experience and skills required:

  • Previous client service/administration experience

  • Knowledge of KYC/CDD procedures would be an advantage

  • Excellent organisational and time management skills

  • Strong written and verbal communication skills

  • Confident using Microsoft office products such as excel, work and outlook

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

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