Our client is seeking an Associate in their Client Management team. 

This role provides administrative support to client coverage teams regarding core services required, including but not limited to executing the following: On boarding of new clients, structure changes for existing clients, static data changes to client information and other client related tasks.

What will you do?

• Drive an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for Wealth Management International (WMI) in line with the Sales & Relationship Management (S&RM) Private Wealth Sales Methodology.
• Identify and review all Know Your Client (KYC) documentation, forms and IRS documentation for new clients to ensure it meets requirements.
• Liaise with Relationship and/or Investment Managers, or the client to obtain additional documentation.
• Manage structure changes for all types of clients/entities, companies, trusts, charities.
• Collate and review all documentation and KYC/Client Due Diligence (CDD) prior to submission to the Client onboarding team or change of control administration team.
• Perform open-source searches and use identification and verification tools to verify clients ID.
• Update and input the new information into main Customer relationship management system in a timely and accurate manner, conducting telephone security call backs with clients.

What do you need to succeed?

Must-have

• Previous experience with client service exposure and coverage.
• The ability to handle confidential information with care and sensitivity.
• Desire to develop skills in a client centric role with a focus on On-Boarding / Static data / Structure Changes.
• Excellent attention to detail and organisation skills.

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com