Client Support Assistant

March 6, 2024

Job Description


Job title: Client Support Assistant

Company: Core-Asset Consulting

Job description: Job Description:

We are delighted to be working alongside a leading Financial Services firm to find a Client Support Assistant to join their team on a permanent basis. They are looking for pro-active individuals with around 1 years experience working in an office or customer service environment. This is a fantastic opportunity to join a well-established team in a broad role.

Skills/Experience:

  • Circa one years’ experience working in a busy office environment.
  • A knowledge of AML regulations is beneficial but not mandatory. Training will be provided on AML Regulations.
  • Proficient and comfortable working with numbers and creating reports using data.
  • Exceptional attention to detail to ensure accurate and thorough work.
  • Excellent communication skills both written and verbal.
  • Self-motivated and organised. Good time management skills/work well under pressure and ability to prioritise.
  • Ability to collaborate with cross-functional teams and contribute to a positive and dynamic work environment.
  • Proficient in word and excel, ability to create spreadsheets.

Core Responsibilities:

  • Dealing with investor queries, maintaining registers and managing investor correspondence
  • Conducting Anti Money Laundering (AML) due diligence checks on our clients,
  • Ensuring compliance with UK anti-money laundering regulations and safeguarding the integrity of their services.
  • General administrative tasks ensuring high-quality client service

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference:

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.

By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Expected salary:

Location: Edinburgh

Location