Associate, Client Management Team

Associate, Client Management Team
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Associate, Client Management Team
Type: Vacancy
Sector: Banking
Reference: R-0000083207
Term: Permanent
Apply now


What is the opportunity?

You will provide administrative support to client coverage teams in regards to core services required, including but not limited to executing Onboarding new clients, structure changes for existing clients, static data changes to client information and other client related tasks.

Key Accountabilities

Drive an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for WMI in line with the Sales & Relationship Management (S&RM) Sales Methodology
Identify and review all KYC documentation, RBC forms and IRS documentation for new clients to ensure it meets RBC requirements and liaise with Relationship and/or Investment Managers, or the client to obtain additional documentation​
Manage structure changes for all types of clients/entities; companies, trusts, charities
Collate and review all documentation and KYC/CDD prior to submission to the Client onboarding team or CCOB Administration team
Perform open-source searches and use ID&V tool to verify clients ID
Update and input the new information into main CRM System in a timely and accurate manner, conduct telephone security call backs with clients and submit RBC forms for signing via digital signing tool
What do you need to succeed?


Previous experience with client service exposure and coverage
KYC/CDD knowledge and understanding of company & trust structures
Ability to handle confidential information with care and sensitivity

Nice to have

Financial Services industry knowledge
Competency using Microsoft Word, Excel, and Outlook
Strong multi-tasking skills and ability to prioritise tasks in line with business needs
What’s in it for you?

We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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
Flexible working and hybrid options fully supported

Contact Details/How to apply