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Client Profile and Information Management Specialist
2 weeks ago
We are seeking a detail-oriented professional to join our team as a Client Profile and Information Management Associate.
The ideal candidate will be responsible for inputting investor profiles, liaising with wealth management teams, and ensuring accurate and timely completion of client data and documentation.
This is an exciting opportunity for someone who enjoys working in a fast-paced environment and has excellent communication skills.
Required Skills and Qualifications- Minimum of 2 years' experience in financial services
- Experience in reviewing anti-money laundering documentation
- Proficient in MS Office suite, particularly MS Word and Excel
- Strong communication skills, both written and verbal
Competitive salary and annual performance-related discretionary bonus
Annual flexible benefits and employer pension contribution
Multiple insurance coverage and training support from an award-winning Learning and Development Team
What We OfferA dynamic work environment with extensive sports and social programmes
Flexible working options and employee assistance programme
Enhanced leave options and social and community care initiatives
