Overview
What is the opportunity?
The role of Associate within the Client Management Team, provides administrative support to client coverage teams in regard to core services required, including but not limited to executing the following: On boarding of new clients, structure changes for existing clients, static data changes to client information and other client related tasks
What will you do?
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 Know Your Client (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/Client Due Diligence (CDD) prior to submission to the Client onboarding team or Change of control, ownership and benefits Administration team.
Perform open-source searches and use identification and verification tool to verify clients ID.
Update and input the new information into main Customer relationship management 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?
Must-Have
Ability to handle confidential information with care and sensitivity.
Desire to develop skills in a client centric role with a focus on Onboarding / Static data / Structure Changes.
Excellent attention to detail.
Competent use of various software packages including but not limited to Microsoft Word, Excel, PowerPoint and Outlook plus fast and accurate keyboard skills.
Must have a flexible approach and be a team player.
Excellent written and verbal communication skills with staff members at all levels.
Previous experience with client service exposure and coverage.
KYC/CDD knowledge and understanding of company & trust structures.
Financial Services industry knowledge.
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.