We are looking for a Client Administrator for an employer of choice in the professional services industry, within Ipswich. This role is vital to the business operation regarding new clients. You will help to process clients' account paperwork, review and quality check that all requirements are met, to answer any client queries on completing the onboarding paperwork, and to process all incoming transfers.
This business really are exceptional to work for; they have great benefits, wellbeing initiatives, career progression opportunities and also fund qualifications for their staff.
If you are looking to leave a business that isnt valuing you - this could be the role for you! Apply today, and learn more.
Key Accountabilities
- Speaking to customer's via telephone and email regarding their account paper work
- Sending out Account Opening paperwork to clients and chasing up.
- Assisting clients over the phone?with queries related to completing account opening paperwork.
- Process client account opening paperwork through to setup on the system.
- Maintain a broad understanding of anti-money laundering (AML).
- Perform AML and KYC checks, review client documentation and ensure compliance with Killik and regulatory guidelines.
- Check accounts for errors and escalating where required.
Requirements:
- Previous office experience
- Previous experience of providing customer service over the phone
- Will possess a client focus and concern for quality
- Will have a good understanding of anti-money laundering (AML) principles
- A diligent worker with a high level of attention to detail