Seeking a Client Take-on Senior Administrator!

The successful candidate will assist with all aspects of the client due diligence process within the Client Take-on team. Further, they will be responsible for managing and overseeing the end-to-end client onboarding process,
ensuring compliance with regulatory requirements and internal policies. They will also contribute to process improvement initiatives, mentor junior team members, and deliver a high standard of client service.

Requirements:

• Educated to A-level or equivalent standard
• Ideally have completed or be looking to undertake a relevant ICA qualification
• Previous experience within a CDD/Client Take-on role is essential, ideally within a financial services environment
• A good understanding of company, trust, and fund structures is desirable
• Ideally have previous exposure to a compliance or legal environment

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com