Responsibilities:

• Elevate client experiences by supporting Relationship Managers and ensuring smooth, compliant client onboarding that drives sustainable growth
• Review and verify all KYC documentation, RBC forms, and IRS paperwork,liaising with teams and clients to close any gaps
• Navigate complex structures for companies, trusts, and charities, managing change requests with precision
• Ensure accuracy and compliance by collating and reviewing documentation before handover to specialist teams
• Keep our systems sharp by updating client information in our CRM system accurately and promptly

Requirements:

• Proven experience in client-facing or client service roles
• Strong KYC/CDD knowledge and understanding of company and trust structures
• Meticulous attention to detail,errors simply won't cut it here
• Confident with Microsoft Word, Excel, PowerPoint, and Outlook; fast and accurate typist
• Excellent communication skills (written and verbal) and the ability to manage multiple priorities without dropping the ball

Benefits:

• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Data by YubHub.