Join the fast-paced and dynamic EMEA Private Bank Client Operations team to maintain client accounts and drive best practices whilst ensuring we adhere to regulatory requirements.
As a EMEA Client Operations Senior Associate, you'll be responsible for validating the client documentation and ensuring accurate static data maintenance of information in systems. These updates include change of address, power of attorney, KYC, online accesses and signatories. You will also partner with client-facing teams to ensure all client records are compliant with regulatory standards and will offer quality and timely service to clients. You will be working in a fast-paced environment which requires expertise in numerous processes.
Job responsibilities
1. Coordinates the effective completion of assigned cases
2. Follows up with teams responsible for completing sub-activities across the process
3. Undertakes KYC and non-KYC updates on a timely basis and ensure they are performed to meet the required quality and detail standards as required by policy and procedures
4. Ensures KYC / non-KYC data is updated within SLA into systems
5. Ensures appropriate and confidential handling / sharing of sensitive client data
6. Escalates issues in a timely manner in line with the escalation protocols
7. Contributes ideas and participates in efforts to drive continuous improvement to enhance service delivery
8. Works independently and complete assigned tasks within the established timeframes
9. Coaches and development of a small team (1-5 people)
Required Qualifications, Capabilities and Skills
10. Relevant commercial or business experience
11. Exposure to financial services industry and interest in Wealth Management
12. Business-level fluency in English
13. Meticulous attention to detail
14. Ability to multi-task, prioritise and work to tight deadlines
Preferred Qualifications, Capabilities and Skills
15. Second language (French, German or Spanish) an advantage
16. Strong interpersonal skills with ability to work independently and in teams
17. Strong proficiency with MS Office specifically MS Excel and MS Word
18. Self-motivated and highly disciplined
19. A “can-do” attitude with a strong sense of ownership