Client Account Specialist
Busy onboarding team, manage new client/investor applications, AML/compliance, quality assurance & operational flow. Investments & Wealth Management.
Summary about this job
Other
Company: Virtue Consulting
Location: Auckland
Work type: Full Time
Salary: n\a
Phone: +64-3-348-8292
Fax: +64-9-981-7086
E-mail: n\a
Site: n\a
Detail information about job Client Account Specialist. Terms and conditions vacancy
- Investment & Wealth Managment Sector
- Operations, compliance, quality assurance, transaction monitoring
- Stakeholder link between Clients, Advisors, Settlements
Take on this specialist client account role where you'll play a key part of a busy client on-boarding team, responsble for new account processing, checking for compliance (AML/CFT) issues and maintaining quality assurance and service standards across new client accounts.
This highly respected investment firm with a reputation for employing many of the best people in the industry. You'll love the dynamic environment, where people are self-motivated and passionate about what they do and work in a very collegial and positive way. The company rewards staff very well across salary, bonus and benefits.
This role will suit someone with an eye for detail, who takes pride in accuracy and has a working knowledge/understanding of compliance. Whilst the role is operational/administration focussed, there is still a degree of client/investor interaction, plus engagement with Advisors and internal stakeholders, so communication skills and a sense of personality is important.
A background in investment or wealth admin and customer service would be ideal however we are open to anyone with a similar background in banking and financial services. For more information or to apply for the role in confidence, please send your CV to Chris Heswall at [email protected] or click the apply link below.