Senior Administrator / Senior Officer, Client Services Support

What is the opportunity?

You will be a member of the Client Lifecycle Management Team, a primary contact for Sales & Relationship Management teams providing guidance and support in respect of all new and existing client lifecycle management requests.

You will provide advice in respect of client lifecycle management processes and in respect of the Wealth Management International (WMI) Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients.

Client Services Support plays a crucial role in meeting 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, Client Onboarding, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions.

What will you do?

• Support the Senior Associates in being the primary point of contact for all client due diligence queries, providing advice and guidance in relation to client lifecycle documentation and client due diligence

• Review client lifecycle cases adhering to the relevant regulatory, compliance and business requirements

• Partner with Senior Associates for further guidance in respect of client review lifecycle cases for complex structures

• Support Senior Associates by being a Subject Matter Expert providing advice, training and ongoing coaching to the Sale &

• Relationship Management (S&RM) teams in respect of client lifecycle management and the relevant RBC related policies and procedures including AML, KYC and Client Due Diligence, Source of Wealth and Country Connectivity

• Liaise effectively with key stakeholders including Sales & Relationship Management, AML Compliance, Product teams, Tax Risk Management and data management to remove obstacles impacting client lifecycle management while balancing the need for quality and adherence to regulatory compliance and escalating to Senior Management

• Support continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment

• Support Senior Associates with providing guidance to stakeholders in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked and monitored

• Provide input and support to all relevant project and initiatives

• Provide general administrative support to CSS Management including production of MI, creation of presentation decks etc.

What do you need to succeed?

Must-have

• Proven experience within the banking/financial services industry

• Good knowledge of client due diligence, KYC and AML compliance

• Ability to assist in managing stakeholder expectations and handle conflict

• Good sense of accountability and ownership over quality

• Ability to prioritise and make decisions in a fast paced environment

• Client focused

• Good analytical skills and attention to detail

• Must have a flexible approach and be a team player

• Good command of English and attention to detail

What is 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 & Hybrid working options fully supported

Job Skills

Additional Job Details

100 BISHOPSGATE:LONDONLondonUnited Kingdom35Full timeWealth ManagementRegularSalaried2024-02-142024-03-01