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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