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Client Services Coordinator

2 weeks ago

Dublin, Dublin City, Ireland beBeeCompliance Full time €45,000 - €75,000

Job Title: Operations Executive

  • About the Role:
  • The Wealth Management Operations Team is seeking a highly skilled Operations Executive to join our team. The successful candidate will be responsible for providing critical support to the Wealth Management Department, ensuring smooth and compliant client operations.
  • Key Responsibilities:
  • Support the Wealth Management Department in delivering high-quality client services, including client due diligence, technical onboarding queries, and review of tax documents.
  • Ensure client account opening documentation meets regulatory and internal standards, and create accounts on relevant systems with the correct settings.
  • Manage changes to client profiles, ensuring all amendments comply with regulatory/internal requirements and documentation standards.
  • Conduct cyclical reviews of client accounts and manage renewal paperwork, including identity verification and financial information.
  • Review periodic reports, including trading activity, investigate exceptional items, and report findings for AML purposes.
  • Correct trading errors, process financial write-offs, and manage associated paperwork.
  • Oversee various fee charging processes for the department, ensuring accuracy and timeliness.
  • Manage the monthly valuations process for the Wealth Management department.
  • Prepare monthly management information (KPI) reports.
  • Stay up-to-date on new or revised legal/operational matters affecting the department and assess the impact on daily operations.

Requirements:

  • 1+ years experience within financial services
  • Understanding of AML regulations
  • Strong attention to detail, with experience handling sensitive data and maintaining compliance records.
  • Account opening and Onboarding experience would be a bonus
  • What We Offer:
  • A dynamic and supportive work environment
  • Ongoing training and development opportunities
  • A competitive salary and benefits package