Client Profile & Information Management Administrator

Elevate Partners

Dublin
Permanent
Full-time

16 days ago
Apply easily

We are currently working with an Investment Management firm who are looking to add a Client Profile and Information Management Administrator to their team. As part of the team you will ensure the firms clients receive excellent service when opening an account.Role Duties Include:

Input Investor Profiles, liaise with Wealth Management teams.

Guarantee all changes to client data are processed in line with SLAs and daily deadlines, Client Asset Regulations, AML Regulations, and Internal procedures.

Ensure clients are given access to online services.

Ensure all documents are completed in their entirety and in a compliant fashion.

Maintain input and rejection stats.

Requirements

Experienced in reviewing anti money laundering documentation

Strong customer service skills

Proficient in MS Office suite, particularly MS Word and Excel

Strong communication skills, both written and verbal

BenefitsOn offer is a competitive salary and benefits package as well as the opportunity to join a well-established firm.For more information and to arrange a confidential phone call please contact Leah Deasy at

Elevate Partners