The successful candidate will be responsible for verifying data for acceptable clients on Siebel, RIBS and Milvus.  They will verify KYC documentation for prospective clients, assist in the control of all Dormant, Hold All Mail and Address Unknown clients. In addition they will update and maintain all client data and establish what due diligence has been carried out on existing clients.

RESPONSIBILITIES

• To review all instructions received to ensure that all required information has been provided.
• To ensure that all instructions are actioned in accordance with the procedures.
• Checking of new account mandates received for completion, ensuring that all information is obtained.
• Ensuring that Siebel activities are actioned on a daily basis.
• Creation of clients on relevant systems
• To contact business unit by way of e-mail in order to request missing and require

KNOWLEDGE AND SKILLS REQUIRED

• Be available to work outside of the standard hours week if the workload demands
• Ability to work as a team player and with those outside formal line of authority (e.g. peers, managers) to accomplish organisational goals.
• Willingness to promote and enhance our Service Culture to ensure that clients experience excellent service delivery.
• Excellent telephone manner.
• Minimum of two years private banking experience.
• High level of P.C. competency.
• High level of written communication skills.
• Ability to work to deadlines
• Ability to manage and organise specific projects, including initial discussion, identifying action criteria and delegation of applicable work required.
• Ability to explore alternative procedures in relation to work practices with a view to improved efficiency and accuracy.
• Ability to work under pressure
• Ability to deal with all clients in a professional manner.

APPLY HERE

Or call Loraine on 832463. Alternatively email your CV to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it  

Quote reference number: 2000