Job Description

You will act as a key contact for the team by developing new relationships with clients over the telephone, email, and face to face.

Other day to day activities will include collecting and collating client documentation, maintaining CRM and dealing platform records and liaising with the Compliance teams to ensure regulatory compliance is upheld.

The successful candidate will need to be able to use their initiative, be resilient in matters of ambiguity from stakeholders and able to offer excellent customer service through their excellent communication skills. If this sound like you, we want to hear from you.

System and Other Administration

• Accumulation of customer paperwork
• Divisional miscellaneous administrative duties
• Maintain and update relevant data onto CRM and dealing systems
• Maintain client operational paperwork as and where applicable

Relationship Management

• Acting as a key point of contact for onboarding documentation
• Ensure all queries are satisfactorily resolved in a timely manner
• Build relationships both internally and externally to ensure smooth flow of information

Operational

• Maintaining client and operational paperwork
• Support daily operations between the FIG team and customers both domestically and internationally
• Assist in investigating enquiries and updating relevant records

Compliance

• Remain compliant with any regulations, legislation and company policies
• Maintain records of all partner and client contact, incoming and outgoing, written and verbal
• Ensure all files and documentation are maintained to company standards
• Ensure all partner and client correspondence (letters, e-mails etc.) are of the highest quality
• Ensure company procedures and high standards are followed at all times.
• With particular focus upon KYC procedures and accurate maintenance of
• all CRM records, particularly client follow up calls

Provide Assistance to the FIG Team

• Provide support to the FIG team with day to day operations
• Provide support to the Head of Financial Institutions Group and Sales team

Required Knowledge, Skills, and Abilities

Experience in customer service environments. Knowledge of financial services markets, products and services. High level of accuracy, well organized and articulate. The ability to work under pressure in a fast paced environment. Good organizational and prioritization skills. Proficient in Excel and Word. Excellent communication, both written and verbal. Ability to build relationships with people at varying levels of seniority. An additional language - desirable. Experience within a financial institution - desirable.