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Job Location | London |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
What the Hiring Manager SaysWe are looking to hire an enthusiastic and confident individual to join our team of 8 Account Opening and Transitions Analysts. The individual should be organised, have good time management, be a team player who has strong attention to detail and communicationskills. The individual will follow processes to ensure the smooth opening of and amendments to accounts for our clients, as well as account transfers. About the RoleDepartment: Operations Location: London, England, Senator House Contract type: Permanent Level: Level 1 The successful candidate will liaise with Investment Managers across the business, as well as their teams to ensure the smooth opening of or amendments to client accounts, including General Investment Accounts, ISAs, Bare Trusts, SIPPs, Offshore Bonds, Trusts,Charities, Corporates and QROPS. The individual will be assigned to work with several Front Office teams from around the business. We encourage attendance at assigned team meetings and visiting any regional offices so that they get to know the teams they areworking with. The candidate will review account opening paperwork and create new accounts on the Companys client management system (CRM), as well as perform client due diligence and money laundering checks in a timely manner. In addition, they will assist with the transfersin and out of client portfolios. We are always looking at ways to improve processes and efficiency, so the ideal candidate would demonstrate initiative and willingness to both follow and improve processes where possible. The Key tasks will involve, but not limited to the following: