Tuesday 06 June 2023
Select a region

Client Case Management Associate



Hours:Full Time

Full Description

We have a great opportunity to join a leading provider of Wealth and Corporate Solutions. Candidates will have 5+ years experience in a Compliance or customer focused servicing environment within the financial services sector life assurance products / fund investment experience will be an advantage.   Responsibilities include: To support the Customer Case Wealth Management team deliverables, in regards direct end to end case management and execution of multi-jurisdictional customer on-boarding and trigger events Undertake client due diligence on Operational trigger events Provide support, direction and mentoring for other team members Ensure that all internal procedures are completed including quality and correct client risk assessments with referral to the MLRO / Compliance as necessary Ensure all AML / CDD requirements are adequately completed as per Regulatory requirements and internal AML guidelines Focus on customer experience and end to end hand hold of direct client cases   More information about the role is available upon request contact the team today for further details.  

For more information please visit https://www.alexanderdaniels.gg/job/client-case-management-associate/.

« Return to Adverts

You have landed on the Bailiwick Express website, however it appears you are based in . Would you like to stay on the site, or visit the site?