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Associate | Client Account Opening Support

Support a unique and busy treasury team within a leading family office, who continuously strive for excellence in everything they do and pride themselves on exceptional breadth and depth of their technical knowledge.

In this role you will be involved in close and regular interaction with client support services and various external business contacts, developing client relationships and assisting in building the treasury business generally.

If you are an experienced KYC specialist or compliance administration enthusiast who excels in a team environment, this could be the ideal opportunity for you.

Responsibilities will include:

  • Opening and closure of investment accounts for clients
  • Collaborating with the Business Compliance Officer on annual risk reviews and restructures
  • Maintaining investment accounts by adding/removing a beneficiary/settlor/protector or giving a power of attorney to a third party
  • Inputting of data in the integrated database system to keep up to date information at any point in time
  • Responding to day-to-day queries from internal and/or external parties and helping resolve issues
  • Managing and executing business initiatives independently from inception to implementation

Experience and skills required:

  • Ideally hold or working towards a relevant compliance qualification (ICA or equivalent)
  • Sharp analytical mind, good numeracy skills and a strong commercial awareness
  • Excellent knowledge of compliance and customer due diligence, to include trust structures, companies and individuals
  • Strong organisational skills and the ability to manage priorities efficiently in a demanding environment
  • Strong interpersonal skills, a high level of motivation and flexibility

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.

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Associate | Client Account Opening Support
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