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Client Services Executive

Graduate at Instant Impact

Client Services Executive

Graduate at Instant Impact

  • LocationLondon, UK
  • Position levelGraduate
  • Job period iconFull-time employment
  • Application deadline iconApply by 11 Oct, 2018
  • Start date iconStart date:
  • Visa iconVisa Sponsor
  • Competitive£ 26,000.0 per year
The Company:

My client are a financial technology business founded in 2013 and regulated by the FCA. They have developed an innovative, proprietary technology platform (ASTRA) that allows their clients (SME corporates, charities, SIPPS and high net worth individuals) to diversify their cash deposits with 26 different banking partners throughout a wide variety of deposit accounts, enabling them to maximize returns and minimize risk while eliminating the administration hassle.

The Role:

The client is a dynamic and entrepreneurial business with a small and focused team. The primary responsibility for the Client Service Executive will be to provide high-quality service in the operations department for clients, intermediaries and bank partners. The company is currently a team of 26 and this role will only suit an individual who is keen to work in an entrepreneurial and dynamic business environment.

Responsibilities:

  • Onboarding: To assist with the creation of client’s accounts, ensuring the relevant AML/KYC regulatory requirements are met. To assist with bringing on new partner banks ensuring a smooth operational process is in place.
  • Data Accuracy: maintain the integrity of data displayed on the platform

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