Hiring: Client Services - Account Opening (AML/DD/EDD)
An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank
Skills & Requirements: Essential:
• 2 Years’ experience in Financial Services, preferably in Wealth Management • Hard working
• Excellent administration and interpersonal skills
• Knowledge of AML & Due Diligence Preferred: • Awareness of anti-money laundering and know your client/due diligence requirements
The Role:
• Opening of client accounts
• Dealing with a variety of client queries
• Updating of static data on internal systems
• Collating due diligence documentation
• Keeping records of payments, journals and stock transfers
• Providing clients with online access
• Creation of client correspondence, when necessary
• Remediation project work
Apply Now
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The Wright Recruitment
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