Job Description
What will you be doing?
We’re seeking a talented individual to join our Client Screening team in Liverpool, which is responsible for performing the daily duties, checking and general processing of all Client Screening functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.
As Technical Specialist - Client Screening, your responsibilities will include among others
* Ensure that all tasks are completed to a high standard, any anomalies are reported to your line manager within agreed timescales and ensure that personal and team KPI’s / KRI’s / MIR are met.
* Provide technical advice to assist in resolving issues or queries which arise within the team and contribute and assist with change initiatives relevant to the team.
* Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure.
* Assist with training new recruits to the team in BAU activities, acting as a positive role model.
* Ensure that fair treatment of clients is at the forefront of all activities, all interactions are conducted in an open and transparent manner and demonstrate an understanding of the risks to clients within their operation and how these will be mitigated.
* Demonstrate a thorough understanding of the firms regulatory framework and how this applies to your role.
Qualifications
To be successful in this role, you should
* Settlement operations experience gained within a financial institution.
* Demonstrable knowledge of investment management, including relevant terminology and knowledge of the regulatory environment and how it applies to and impacts your role.
* Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
* Demonstrate ability to understand and summarise complex information in a professional and concise manner.
* Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
Desired
* Experience of delegating and reviewing work advantageous but not essential.
* Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependant)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.