Robert Half is recruiting for a Client Services Associate to join a wealth management company.
ROLE: Client Services Associate - 2-3 years experience
LENGTH: 12 Months contract
LOCATION: on site - London
PAY: Day Rate depending on experience inside IR35
Skills
-A background within Wealth management in a similar or related role.
-Demonstrate experience in dealing with client reporting, CHAPS/SWIFT payments & client onboarding across multiple jurisdictions.
-Awareness of industry standards and developments
The Role
* This role is 70% on boarding with client reporting, payments and queries being the rest.
* Deliver first-class client service, to assist with the onboarding of clients of various structures and complexities including but not limited to Companies, trusts, SIPPs, and Charities ensuring the relevant AML/KYC regulatory requirements are met.
* Data inputting
* Payments processing
* Control of client reporting
* Onboarding
* Prepare for client meetings
* General administrative duties
* Review the accuracy of all output produced for clients
* Verification of reports and performance information
* Analysing reports and sending to front office
Start date -Mid June
Salary - Day rate depending on experience inside IR35
If this is of interest, please apply and I'll be in touch asap.
Thanks,