• 29 May 2008
• Reference: JR193627

• Team Member, Account Management - Docklands

• Docklands £18,000 - £24,000 p/a Permanent

Team Member, Account Management - London


Our client is the UK's leading wealth manager, serving affluent, high net worth clients worldwide. They require a diligent and talented team member for account management.


The purpose of role focuses on operational performance and service management. As a successful candidate, you will be responsible for the accurate and timely processing of new client on-boarding requests received, including the creation of the client record within the relevant internal database and document management system.


The right candidate will ideally have previous relevant experience in financial services and an awareness of FSA KYC regulatory requirements. They will also possess an in depth knowledge of KYC policy and procedures.


It is desirable that the right candidate will be educated to a minimum of higher grade level or equivalent, and possess experience within the financial services industry.

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Keywords related to this job

• Investment Management,
• Client Reporting,
• Docklands,
• Permanent,
• Private Wealth Management,
• private clients,
• static data,
• client reporting,
• trainee,
• second jobber,
• investment,
• banking,
• finance