Client Support Administrator/Officer

Our Client seeks a Client Support Officer to join their team Role Profile:

You will work as part of the Client support team, proactively assisting Client administration teams with their compliance with CDD requirements during the lifecycle of a client. Support client teams with the review of clients and client owners and also due diligence documentation and information ensuring all is compliant with regulatory and policy and procedure requirements for a full range of wealth structures ensuring that first class service is provided to Clients, the Client Directors and Administration Teams.

In addition you will complete Risk Screen checks and Google searches to support client due diligence and risk management. Review new CDD documents to ensure they meet the standard required by the business and where appropriate, an assessment of the certifier will also be required as part of this review.

Ensure that data is populated in NavOne and that the documents are scanned in Laserfiche and they must ensure they deliver on internal and Client commitments to agreed deadlines and to a high standard. The role holder may be requested to support the client administration teams and new business teams with ad hoc projects as required and appropriate to their skillset including but not limited to supporting the completion of data and obtaining data to support real estate risk.

Key Responsibilities:

Undertake periodic and trigger event reviews for new and existing client entities.Ensure that review findings are concise and accurateReview CDD document received and carry out an assessment on the certifierDemonstrate effective communication, ensuring the objectives, initiatives and information is cascaded to team/direct reports.Undertake role specific tasks to support the Client Support Senior Manager. The role holder will ensure that their time is recorded accurately and that timesheets are submitted promptly.

They will support the Administration Teams enabling them to focus on Client relationships.Develop and maintain knowledge of control documents, policies, procedures and processes.Maintain a sound understanding of key risks,... For a full list of responsibilities and requirements or to apply for this great role, please visit the website at searchandselect.com, quoting the reference number: 16581