Hot VacancySenior Client Static Data & Documentation Administrator - Permanent

VACANCY OVERVIEW

Contract Type:
Permanent

Salary:
Negotiable

Recruiter Name:
Dave Hassett

Reference:
12812

Senior Client Static Data & Documentation Administrator - AML /KYC Specialist 
London
Permanent 

Our client a leading investment management company are urgently seeking a Senior Client Static Data & Documentation Administrator, to join their busy team in London on a permanent basis. 

They require a candidate with previous experience within a wealth management or asset management environment, with strong knowledge of CRS, FATCA and AEOI record keeping.  
 

Responsibilities of the Senior Client Static Data Documentation Administrator will include: 

  • Checking all client account opening documentation before final submission to ensure it complies with guidelines. 
  • Set up and maintain client, portfolio and account data. 
  • Update daily MI. 
  • Handling all queries raised efficiently and effectively. 
  • Building strong working relationships with clients and understanding their needs. 
  • Maintenance of fee schedule and commission payment data. 

Successful Senior Client Static Data & Documentation Administrator will have: 

  • The ability to identify and suggest improvements in processes and service levels. 
  • Previous experience within a wealth management or asset management environment. 
  • Strong understanding of account opening and AML client ID regulations.
  • Previous knowledge of CRS, FATCA and AEOI record keeping. 
  • Familiarity of regulatory/compliance requirements and internal policies. 

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CONSULTANT PROFILE


Consultant's Name
Dave Hassett

Industry Experience
I specialise in Operations and Middle Office recruitment. Prior to this I worked as a Corporate Action clerk within Northern Trust for nine years. I am able to provide detailed and comprehensive market knowledge for both my clients and candidates alike.

Contact
Phone: 0207 626 6065
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