Associate/Trainee Associate – Client Onboarding, Client Management Team

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


What is the opportunity?

With training and support 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.

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?


Ability to handle confidential information with care and sensitivity
Desire to develop skills in a client centric role with a focus on On Boarding / 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
Excellent organisation skills and using own initiative
Excellent telephone manner for both internal and external calls
Must have a flexible approach and be a team player
Good command of English to correct punctuation, spelling and grammatical errors for correspondence
Excellent written and verbal communication skills with staff members at all levels

Nice to have

Previous experience with client service exposure and coverage
KYC/CDD knowledge and understanding of company & trust structures
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

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