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Client Accounting Associate

Support a unique and busy treasury business who continuously strive for excellence in everything they do and pride themselves on exceptional breadth and depth of their technical knowledge, where you will be involved in close and regular interaction with client support services and various external business contacts.

If you are an experienced KYC specialist or compliance administration enthusiast who excels in a team environment get in touch with us today.

Responsibilities will include:

  • Opening and closure of investment accounts for the company’s treasury clients
  • Collaborating with the business compliance office on annual risk reviews and restructures
  • Maintaining investment accounts, for instance by adding/removing a beneficiary/settlor/protector or giving a power of attorney to a third party
  • Inputting of data in the in-house 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 to resolve issues

Experience and skills required:

  • Ideally working towards a relevant compliance qualification (ICA or equivalent)
  • Sharp analytical mind and eye for detail
  • Strong commercial awareness

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

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

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Client Accounting Associate
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