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Heat Recruitment
Liverpool
Job Description Investment Director – Liverpool (existing book) Basic to £75,000 plus bonus and full package Company A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue the development of their offices in Liverpool. Role You will be responsible for managing and ad
Job Source: Heat RecruitmentFlight Club Darts
Liverpool
About Us Hello, we're Flight Club, the award-winning birthplace of Social Darts and the home of unexpected, ridiculous, joy! We've taken the traditional game and reinvented it for the 21st century with multiplayer games that eliminate any need for counting by reimagining games into fast-paced, exciting social experiences with action replays fo
Job Source: Flight Club DartsCarbon 60
Liverpool, Merseyside
Carbon 60 is looking to recruit an experienced Site Manager for its leading construction client based in Aintree Liverpool This is for an immediate start with the contract due to last 6 months Pay rate is £280 per day CIS Duties will include supervision of all contractors and sub contractors, ensure all relevant paperwork is up to date and all H
Job Source: Carbon 60Heat Recruitment
liverpool, england, United Kingdom
Investment Director – Liverpool (existing book) Basic to £75,000 plus bonus and full package Company A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue the development of their offices in Liverpool. Role You will be responsible for managing and advising on an existin
Job Source: Heat RecruitmentFlight Club Darts
Liverpool
About Us Hello, we're Flight Club, the award-winning birthplace of Social Darts and the home of unexpected, ridiculous, joy! We've taken the traditional game and reinvented it for the 21st century with multiplayer games that eliminate any need for counting by reimagining games into fast-paced, exciting social experiences with action replays for ult
Job Source: Flight Club DartsMercury Hampton
Liverpool
Job Title: BMS Project Manager Location: Leeds, Liverpool, Manchester, Yorkshire Salary: £48,000-£55,000 Currently recruiting for a BMS Project engineer on behalf of my clients who are one of the leading Building Energy Management System (BEMS/BMS) companies within the United Kingdom. My clients company is a family run business who have complet
Job Source: Mercury HamptonCore Group
Liverpool
Cluster Team Manager x2 - Liverpool - Welcome Bonus of £500 UK-Liverpool Posted Date10 minutes ago(15/05/2024 15:01)Overview Job Title: Cluster Team Manager (Must be a driver). Welcome bonus of £500! Hours of Work: 37.5 hours per week Hourly Rate: £28,000 to £30,000 per annum (Dependent on experience) Reporting to: Area Registered Manager Locat
Job Source: Core GroupST Selection
Liverpool
Company – Leading Powered Access Company Job Title – Area Sales Manager Location – Liverpool, St. Helens, Warrington & Wigan Salary – £40k - £45k + bonus + quality company car Package – OTE £60k+ We have an exciting opportunity for an Area Sales Manager to join a leading powered access company that supply equipment into a range of end users fr
Job Source: ST SelectionLiverpool
Meraki Talent are seeking an experienced Senior Manager from an Investment Operations function for a permanent opportunity within the heart of Liverpool. 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 NowIs this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Account Opening, Client Documentation, Investment, Management, Operations 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.” Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’
Senior Manager - Liverpool jobs in Liverpool
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