Client Onboarding Specialist
- Job Reference: 9050
- Date Posted: 24 May 2023
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Sector: Compliance/Risk/Internal Audit
- Job Type: Permanent
- Work Hours: Full Time
Do you have a knack for working to deadlines? Are you incredibly organised, self-motivated and have an eye for detail? Are you a good team-player? Do you have a high client service orientation and high-risk awareness?
Our client are looking for a candidate which will:
- Review Wealth Management client onboarding due diligence & KYC documents to ensure in accordance with internal and external regulations.
- Support front office stakeholders when onboarding new business by communicating what CDD & KYC is required for the varying client structures managed.
- Process the client data into the location core banking application to create the client accountant and investment portfolios.