Operations Analyst

Industry: Private Wealth Management

Position: Fulltime

Role: Analyst, Onboarding London, UK

Salary: £34 – 36,000 + bonus & Benefits

Job Description:

Work as part of the team to ensure the timely and accurate onboarding of new clients

Key Responsibilities:

• Review and approve new client documentation including carrying out relevant AML/KYC/ Identity checks.
• Ensure correct escalation routes are adhered to when dealing with higher risk or complex cases.
• Provide guidance (within the scope of your personal regulatory knowledge and training) to the Investment Management and Operations Departments in relation to regulatory requirements and relevant company policies and procedures.
• Ensure all team queries and tasks are dealt with in a positive and timely manner.
• In addition to the above functions, employees are required to carry out such other duties as may reasonably be requested.

Skills, Knowledge and Expertise:

• Minimum of 2 years work experience within the relevant field and be able to demonstrate transferrable skills and behaviours.
• GCSE Grade C English & Mathematics
• Communication – both written and oral
• Problem Solving / ability to use one’s own initiative.
• IT/relevant systems knowledge

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