Provide and promote a superior client experience for new clients/investors in a rapidly growing multi-jurisdictional organisation, during this 6 month contract.
This is a great career opportunity to gain experience within a company with an inclusive and supportive culture, supporting the onboarding and data management of the client/investor lifecycle.
You will also be responsible for performing regular periodic reviews on behalf of corporate, real estate and fund clients within the business.
Responsibilities will include:
Conducting statutory periodic reviews
Performing risk assessments on clients
Liaising with client teams on pre-periodic checklists
Providing updates on the progress of reviews
Assisting with queries
Experience and skills required:
Previous experience in a similar role, including experience running own portfolio
Hold a relevant professional qualification
Good knowledge and understanding of the current local finance industry
Ability to manage and prioritise deadlines
High level of accuracy and attention to detail
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.