Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Client Operations Administrator

Triple Point
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Due to an internal promotion, we have the newly created requirement for a Client Operations Administrator to join our growing and successful team.This is a varied role and requires the ability to work with multiple departments across the business.The main focus of the role involves:Application Processing

  • Entering applications on to the CRM system.
  • Sending confirmation of receipt of application correspondence to investors & advisers.
  • Following up outstanding items and responding to queries.
    • Application Administration
  • Creating/checking all post-investment and ongoing fund administration correspondence.
  • Sending initial AFC/commission schedules for all products.
  • Liaising with advisers and their administrators regarding application queries.
  • Ensuring CRM records match the Financial Services register.
  • Scanning documents and hard & soft copy filing of documents.
  • Liaising with the registrar regarding share certificates.
  • Processing redemption/transfer/withdrawal requests for investors including for ISAs.
  • Pulling data from the system using multiple data sets.
  • Perform bank details checks.
  • Process withdrawals (deceased and living; ISA and non-ISA) and bond transfers.
  • Process ISA transfers in and out.
    • Customer Due Diligence
  • Carrying out anti money laundering and bank account checks.
  • Analysing anti money laundering documents.
  • Liaising with the MLRO/Compliance Officer.
  • Researching and investigating using multiple data sources.
  • Maintaining the Compliance/Anti Money Laundering logs.
    • Bank Account Reconciliations
  • Reconciling the client accounts when required.
  • Carrying out audits of the accounts against the CRM.
  • Investigating unreconciled funds and cheques returned unpaid.
    • Salesforce CRM
  • Ensuring the data stored in the CRM is up to date and accurate.
  • Auditing data.
  • Creating and producing reports.
  • Ensuring the CRM records match the Financial Services register.
  • Undertaking mass data uploads.
    • In order to be considered for this position, suitable applicants MUST possess:
  • Experience of large scale administration.
  • Experience of carrying out large scale data entry.
  • Experience of carrying out mail merges on a large scale.
  • 1 Year + Customer Service experience.
  • Knowledge of Client Relationship Management Systems.
  • Intermediate knowledge of Excel and formulas.
  • Knowledge of Anti-Financial Crime and Anti Money Laundering regulations/procedures.
  • Experience of client onboarding function.
  • Knowledge of the regulatory framework.
    • In return, the successful candidate can expect an amazing, supportive culture, an excellent benefits package to include an extremely generous bonus, ongoing professional educational support and genuine opportunities for career advancement.Apply today for further information! Required skills
  • Administrative
  • Customer Service
  • Data

    • Keyskills :
    Customer Service

    APPLY NOW

    Client Operations Administrator Related Jobs

    © 2019 Naukrijobs All Rights Reserved