02 Jun Client Case Management, Senior Administrator
We have a great opportunity for a Client Case Management Senior Administrator, working for a leading provider of Wealth and Corporate Solutions on a fixed-term contract.
RESPONSIBILITIES AND FUNCTIONS:
- 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
- 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.