Team Leader (within client services) required to join a Life Assurance company listed on the London Stock Exchange to manage a fast-paced multi-functional team
The Role ...
The role will involve managing a fast-paced multi-functional team:
Create an inspiring team environment with an open communication culture and promote a “one team” ethos across Client Services
Oversee the day-to-day BAU operations of the team and provide guidance, support, and mentorship when required
Training and Development: Identify training needs within the team and develop appropriate training programs to enhance team members\' knowledge and skills in AML compliance and onboarding procedures
Monitor team performance and report on metrics to carry out effective performance
AML Compliance: Utilise your expertise in AML regulations to develop and implement
Risk Assessment: Conduct comprehensive risk assessments on prospective
Due Diligence: Oversee the due diligence process for new clients, including KYC (Know Your Customer) procedures, enhanced due diligence, and ongoing monitoring. Ensure accuracy and completeness of client information and documentation
About you ...
Previous experience in AML compliance, preferably in a financial institution or a regulated industry
Proven track record in leading a team to deliver team and business objectives
Strong knowledge of AML regulations, including KYC, CDD (Customer Due Diligence), EDD (Enhanced Due Diligence), and transaction monitoring
Competent in Microsoft applications: Including Word, Outlook and Excel
We have a fantastic opportunity for an individual to join our client as a Xceptor Senior Administrator. This role will provide technical expertise on processes and systems within the area, serving as a subject matter expert.
The Role...
Core responsibilities including:
Managing workflows to ensure tasks are completed within service standards and in accordance with internal processes and controls
Ensuring adequate training plans are in place across the team and that these are consistently and appropriately delivered
Identifying and planning for training and support required across the team and wider division, whilst providing relevant training and mentoring
About You...
You will need:
Proven prior experience in the Financial Services and Life Assurance industry
Experience within investment related role
Experience with the Xceptor system is desirable
The Reward...
Competitive salary with a benefits package including, private health care, pension scheme, cycle to work scheme and more!
We have a fantastic opportunity for an experienced individual to join our client as a Senior Client Services Administrator. Reporting to the Customer Services Manager, this role would suit a high performing new business/customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.
The Role...
Core responsibilities including:
Reviewing new business applications for quality and regulatory Anti- Money Laundering and Counter Terrorism Financing control purposes
Ensuring that new business applications have been accepted and processed in line with internal guidelines & procedures
Handling client set up and ongoing servicing on the Customer Relations Management system and, including web support
About You...
You will need:
Proven prior experience within a customer services role within Investments or Life Assurance.
The ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed
Excellent report-writing and analytical skills
The Reward...
Competitive salary with a benefits package including, 28 days annual leave, inclusive of Public Holidays, Generous discretionary bonus scheme, On site gym and more!
We have a fantastic opportunity for an individual to join our client as a Xceptor Senior Administrator. This role will provide technical expertise on processes and systems within the area, serving as a subject matter expert.
The Role...
Core responsibilities including:
Managing workflows to ensure tasks are completed within service standards and in accordance with internal processes and controls
Ensuring adequate training plans are in place across the team and that these are consistently and appropriately delivered
Identifying and planning for training and support required across the team and wider division, whilst providing relevant training and mentoring
About You...
You will need:
Proven prior experience in the Financial Services and Life Assurance industry
Experience within investment related role
Experience with the Xceptor system is desirable
The Reward...
Competitive salary with a benefits package including, private health care, pension scheme, cycle to work scheme and more!
We have a fantastic opportunity for an experienced individual to join our client as a Senior Client Services Administrator. Reporting to the Customer Services Manager, this role would suit a high performing new business/customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.
The Role...
Core responsibilities including:
Reviewing new business applications for quality and regulatory Anti- Money Laundering and Counter Terrorism Financing control purposes
Ensuring that new business applications have been accepted and processed in line with internal guidelines & procedures
Handling client set up and ongoing servicing on the Customer Relations Management system and, including web support
About You...
You will need:
Proven prior experience within a customer services role within Investments or Life Assurance.
The ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed
Excellent report-writing and analytical skills
The Reward...
Competitive salary with a benefits package including, 28 days annual leave, inclusive of Public Holidays, Generous discretionary bonus scheme, On site gym and more!
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