Overview
Client Services Support plays a crucial role in meeting Wealth Management International’s (WMI) core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. Client Services Support drives the efficiency and consistency of standards and controls for Client Lifecycle Management including Client Qualification, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions. You will be a member of the Client Services Support – Periodic AML Review Administration Team.
This team is the primary contact for Fiduciary Management Teams (FMT) providing guidance and support in respect of all new and existing client lifecycle management requests. The individual will provide advice in respect of client lifecycle management processes and in respect of the WMI Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients.