Client Services Assistant – Daventry
Temporary Client Services Assistant, prestigious financial services business, Daventry – £10.00 p/h
Our client a thriving and established financial services business, is seeking a temporary Client Services Assistant to join their busy and professional team.
- As the Client Services Assistant, your duties will include but not be limited to:
- Inputting of data into our CRM system and associated spreadsheets
- Ensuring client records are kept up to date, including bank account and address details
- Processing of anti-money laundering (AML) and know your client (KYC) documentation and undergoing appropriate due diligence for new clients and ensuring these records are kept up to date
- Preparation of payment sheets using Excel for client payments
- Filing of records and documents
- Provide general administration and support tasks as requested and when required
- Researching and downloading due diligence documents from the internet, including from websites such as Companies House and the FCA register
- Assisting with checks using our AML screening systems
The successful Client Services Assistant will have:
- Previous experience working for a FCA regulated company would be advantageous but not mandatory
- Degree/graduate would be preferred, again this isn’t mandatory
- Reliable
- Good IT skills
- Attention to detail
- Good communication skills
If you are immediately available and want to join a busy and thriving business, then please get in touch to find out more!