Senior Manager - Investment Operations

Meraki Talent are seeking an experienced Senior Manager from an Investment Operations function for a permanent opportunity within the heart of Glasgow. 

This is an excellent opportunity to join a dynamic and innovative financial institution dedicated to empowering individuals and businesses to achieve their financial goals. Our client are committed to providing exceptional service and fostering long-term relationships with our clients, therefore as they continue to grow, they are seeking a talented and detail-oriented Account Opening & Client Data Maintenance Specialist to manage the existing team.

The Account Opening & Client Data Maintenance Specialist plays a crucial role in ensuring the accuracy and integrity of client data while facilitating the smooth onboarding of new accounts. This position requires meticulous attention to detail, strong organizational skills, and a dedication to delivering a seamless client experience. If you are passionate about data management and client service, we want to hear from you.

Key Duties:

• Process new account applications in accordance with regulatory requirements and internal policies and procedures.
• Conduct thorough reviews of client documentation to ensure compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations.
• Accurately input and maintain client information in the system, including account details, contact information, and transactional data.
• Collaborate with internal teams, such as Compliance, Operations, and Relationship Managers, to resolve any discrepancies or issues related to client data.
• Respond promptly to client inquiries and requests regarding account opening procedures and documentation requirements.
• Assist with the preparation of reports and audits related to account openings, client data maintenance, and regulatory compliance.
• Stay updated on regulatory changes and industry best practices related to client onboarding and data management.
• Contribute to process improvement initiatives aimed at enhancing efficiency and quality in account opening and data maintenance procedures.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field.
• 5+ years of experience in banking, financial services, or a similar industry with exposure to account opening and client data management.
• Relevant level 3 FCA recognised professional qualification
• Strong understanding of Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations.
• Proficiency in MS Office applications, particularly Excel, and experience working with banking systems or CRM software.
• Excellent attention to detail and accuracy in data entry and documentation review.
• Effective communication skills, both verbal and written, with the ability to interact professionally with clients and internal stakeholders.
• Ability to prioritize tasks and manage multiple responsibilities in a fast-paced environment.
• Commitment to maintaining confidentiality and handling sensitive client information with discretion.
• A proactive and collaborative approach to problem-solving and process improvement.

Benefits:

• Competitive salary
• Comprehensive health insurance
• Competitive Pension
• Excellent holiday allowance
• Professional development opportunities
• Collaborative and supportive work environment

If you are looking for a rewarding opportunity to contribute to the success of a dynamic financial institution while developing your skills in account opening and client data maintenance, we encourage you to apply today.

This is a permanent opportunity, offering an immediate start.

Apply Now

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Jennifer wants: Account Opening, Client Documentation, Investment, Management, Operations

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