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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 iconPosted on 14 Sep, 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 (deposit rates, terms and conditions) and maintain the accuracy of client AML & KYC due diligence files
  • Bank liaising: set up deposit accounts on behalf of our clients with their choice of banks as well as liaising with banking partners over opening accounts, provide authorized instructions and request confirmations and balances.
  • Communication: Be the effect person between clients and the banks.

Role requirements:

  • A proven track record of managing and exceeding client expectations
  • Strong interpersonal skills and a “Can do” attitude
  • The ability to stay calm and work well under pressure
  • The ability to prioritize and multitask efficiently
  • Proven commitment to the accuracy and completeness of information
  • Excellent written and verbal communication skills
  • Experience using Microsoft Word and Excel
  • University degree educated (or the relevant experience to compensate) with 1 years minimum experience working in a client service or operational role
  • Knowledge of AML and KYC regulatory requirements (would be a added bonus but training can be provided on this)

Training and Development:

There is plenty of opportunity for progression within the company and a genuine chance to be an integral part of the future success of the company.

Duration: Permanent

Location: Central London (nearest tube is Charing Cross)

Salary: £24,000 to £27,000 depending on experience

Start Date: ASAP

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