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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!

Job Reference: 16679
Salary: £10.00 per hour + Holiday pay
Location: Northamptonshire
Type: Interim / Temporary
CALL: 01604 876 330
Consultant: Emma Dawson
Last Updated: 06/05/2022