Senior Associate, Client Acceptance

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-7390

LIVE

We have a great opportunity for a Senior Associate to join a leading, corporate business services provider in Guernsey.

 

The main focus of this role is to support the Client Acceptance and Entity Management team in on-boarding new managed client entities.

 

Some of the main duties of this role include:

  • Support the team with the day-to-day administration involved in taking on new business, and assisting with all matters of the end to end process
  • Assist in risk management with particular regard to AML obligations
  • Complete the take on process for all new clients through to presentation of cases to the new business committee and subsequent handover to client handling teams
  • Complete post new business committee processing of packs
  • Handover of client to the admin teams, albeit by email, internal meeting or conference call with the client &/or their advisor
  • Assist directors and client handling teams with take on of additional entities for existing structures

 

More information about this role is available upon request – Contact the team today for further details.



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