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Client Service Associate

Entry-level at Michael Page International

Client Service Associate

Entry-level at Michael Page International

  • LocationLondon, UK
  • Position levelEntry-level
  • Job period iconFull-time employment
  • Application deadline iconPosted on 14 Sep, 2018
  • Start date iconStart date:
  • Visa iconVisa Sponsor
  • Competitive£ 28,000.0 per year

An exciting FINTECH company are looking for a Client Service Associate to work in their growing team.They are 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 for clients, intermediaries and bank partners. Candidates should possess the following:

The Client Service Executive will report to the Client Service Manager. The key responsibilities for the Client Service Executive are:

- To assist with the onboarding of clients, ensuring the relevant AML/KYC regulatory requirements are met

- To assist with onboarding new partner banks ensuring a smooth operational process is in place

- To open deposit accounts on behalf of our clients with the underlying banks

- To maintain the accuracy and integrity of data displayed on the platform (deposit rates, terms and conditions)

- To respond proactively to all client queries/enquiries

- To assist with instructing payments and monitoring transfers

- To maintain the accuracy of client AML & KYC due diligence files

- To assist our intermediary partners with operational and account opening queries ensuring the smooth onboarding of their clients

- To liaise with banking partners over opening accounts, provide authorized instructions and request confirmations and balances

- To distribute exclusive rate and risk information to clients

Candidates should possess the following:

- 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

- Knowledge of AML and KYC regulatory requirements (would be a positive but we can provide training on this)

- University degree educated (or the relevant experience to compensate) with 2 years minimum experience working in a client service or operational role, ideally within the financial services industry

For the right person, the progression opportunities are endless... Get in touch!

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