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Client Profile & Information Management Associate
Client: Elevate Partners
Location: Ireland
Job Category: Other
EU work permit required: Yes
Job Reference:
bc710daea427
Job Views:
118
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
Our client, a leading Wealth Management firm, is looking to hire a Client Profile & Information Management Associate to join their team.
1. Ensure all new accounts are processed in line with SLA’s, Client Asset regulation, AML regulations, and internal procedures.
2. Assist clients with any queries they may have regarding account opening and regulatory rules.
3. Liaise with other departments to minimize risk and ensure compliance with all rules & regulations.
4. Review and improve existing procedures & processes to enhance efficiencies within the area.
Requirements
1. Third Level qualification in a business-related discipline.
2. Minimum of 2 years' experience in financial services.
3. Experience in reviewing anti-money laundering documentation.
4. Excellent customer service skills.
5. Strong communication skills, both written and verbal.
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