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Account Opening Clerk - Private Wealth, London
- UK - London
- £150 per day
- Full-Time Permanent
- Accountancy - Asset Management
- Morgan McKinley
- 26-06-09
Job Description
A leading Wealth Manager based in the West End urgently requires an Account Opening Clerk on a temporary basis to check and approve the account opening documentation of its clients.
Role / Responsibility:
Checking & approval of all client account opening documentation to ensure compliance.
Processing of documentation for clients booked outside of London, but relationship managed from London.
Checking and approving updates to clients' accounts.
Building appropriate relationships with Compliance, Risk, Legal and the front office to deliver best practice processes
Working with the Docs Desk, Legal, Compliance and Operations Taxation to ensure any changes are correctly implemented for all documentation processes and procedures
Review and validation of all additional client documentation.
Documenting and maintaining account opening/amendment procedures
Skills / Experience
Experience of Data Management Processing and Controls
A background in a Wealth Management or Asset management environment
Strong communication skills
Track record in putting the client first
Process orientated and attention to detail
Personal Attributes:
Good knowledge of Operations, Client Static Data and Documentation, and Risk Management
High level of client service
Product & Process Knowledge - having detailed knowledge of core products and/or processes.
Role / Responsibility:
Checking & approval of all client account opening documentation to ensure compliance.
Processing of documentation for clients booked outside of London, but relationship managed from London.
Checking and approving updates to clients' accounts.
Building appropriate relationships with Compliance, Risk, Legal and the front office to deliver best practice processes
Working with the Docs Desk, Legal, Compliance and Operations Taxation to ensure any changes are correctly implemented for all documentation processes and procedures
Review and validation of all additional client documentation.
Documenting and maintaining account opening/amendment procedures
Skills / Experience
Experience of Data Management Processing and Controls
A background in a Wealth Management or Asset management environment
Strong communication skills
Track record in putting the client first
Process orientated and attention to detail
Personal Attributes:
Good knowledge of Operations, Client Static Data and Documentation, and Risk Management
High level of client service
Product & Process Knowledge - having detailed knowledge of core products and/or processes.
- Hayley Scott
- AMTRW093640
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