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!