FINTECH - Client Service Associate


Company Page Personnel Finance
Reference 22758
Sector Other
Town/City London
Locations UK, London
Job Type Freelance/Supply
Date Posted 15th Sep

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Job Description


An exciting FINTECH company are looking for a Client Service Associate to work in their growing team.

Client Details

They are a dynamic and entrepreneurial business with a small and focused team.

Description

The primary responsibility for the Client Service Executive will be to provide high-quality service in the operations for clients, intermediaries and bank partners. Candidates should possess the following:

The Client Service Executive will report to the Client Service Manager. The key responsibilities for the Client Service Executive are:

To assist with the onboarding of clients, ensuring the relevant AML/KYC regulatory requirements are met

To assist with onboarding new partner banks ensuring a smooth operational process is in place

To open deposit accounts on behalf of our clients with the underlying banks

To maintain the accuracy and integrity of data displayed on the platform (deposit rates, terms and conditions)

To respond proactively to all client queries/enquiries

To assist with instructing payments and monitoring transfers

To maintain the accuracy of client AML & KYC due diligence files

To assist our intermediary partners with operational and account opening queries ensuring the smooth onboarding of their clients

To liaise with banking partners over opening accounts, provide authorized instructions and request confirmations and balances

To distribute exclusive rate and risk information to clients

Profile

Candidates should possess the following:

A proven track record of managing and exceeding client expectations

Strong interpersonal skills and a "Can do" attitude

The ability to stay calm and work well under pressure

The ability to prioritize and multitask efficiently

Proven commitment to the accuracy and completeness of information

Excellent written and verbal communication skills

Experience using Microsoft Word and Excel

Knowledge of AML and KYC regulatory requirements (would be a positive but we can provide training on this)

University degree educated (or the relevant experience to compensate) with 2 years minimum experience working in a client service or operational role, ideally within the financial services industry

Job Offer

For the right person, the progression opportunities are endless??? Get in touch!

 

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