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Senior Client Associate

Join the client services team in a forward thinking and innovative international wealth management organisation with a strong reputation in the marketplace, where you will play a crucial role in meeting core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions.

Being part of a dynamic, progressive and high performing team you will be challenged to reach your full potential whilst building close relationships with colleagues, working together to deliver trusted advice to help clients thrive and communities prosper.

This is an ideal opportunity for a motivated individual with the ability to prioritise and make decisions in a fast-paced environment whilst focusing on delivering a seamless client onboarding experience in multiple jurisdictions.

Responsibilities will include:

  • Acting as subject matter expert providing advice, training and ongoing coaching to the sales and relationship management teams in respect of client qualification, client onboarding and the relevant related company policies and procedures
  • Maintaining a strong collaborative relationship with the sales and relationship management teams, as well as with the functional groups and solution providers, identifying opportunities to leverage client experience ideas and best practises
  • Performing AML/KYC due diligence checks on existing clients and assess client files for politically exposed persons
  • Liaising with business partners to remove obstacles impacting the onboarding process while balancing the need for quality and regulatory compliance
  • Providing guidance in respect of exception documentation and approval processes and providing input and support to all relevant client services support projects and initiatives

Experience and skills required:

  • Proven extensive relevant experience within the banking/financial services industry
  • Strong communication, influencing and negotiating skills and a track record in excellent service delivery
  • Experience of KYC, AML and due diligence
  • Ability to effectively manage stakeholder expectations and handle conflict and a strong sense of accountability and ownership over quality
  • Strong analytical skills and attention to detail
  • Ability to prioritise and make decisions in a fast-paced environment whilst focusing on delivering a seamless client onboarding experience

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.

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Senior Client Associate
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