Information Management Administrator

Description:

We are currently working with an Investment Management firm who are looking to add a Client Profile and Information Management Administrator to their team. As part of the team you will ensure the firm's clients receive excellent service when opening an account.

Role Duties Include:

• Input Investor Profiles, liaise with Wealth Management teams.
• Guarantee all changes to client data are processed in line with SLAs and daily deadlines, Client Asset Regulations, AML Regulations, and Internal procedures.
• Ensure clients are given access to online services.
• Ensure all documents are completed in their entirety and in a compliant fashion.
• Maintain input and rejection stats.

Requirements

• Experienced in reviewing anti money laundering documentation
• Strong customer service skills
• Proficient in MS Office suite, particularly MS Word and Excel
• Strong communication skills, both written and verbal