Head of Front Support Services #226803
We are offering a role within the Front Support Services team.
This is a unique position in which you will have the chance to deepen your experience in Front Support services across the constituent parts of the team (Account Management, Client On-boarding, and Account Management) at a unique time as we embark on the forthcoming integration with UBS.
The successful candidate will be expected to pro-actively develop strong relationships with CS Group Relationship Managers who seek to book Shared Relationship business on the Guernsey Booking Platform, identify service enhancement opportunities and help implement changes where appropriate, all whilst maintaining high levels of service provision.
The key elements of the role will encompass account opening, review and corroboration of Source of Funds, understanding KYC and documentation requirements for complex structures including Trust and Companies, and ensuring client coverage requirements are met such as FATCA, AEI.
Your future colleaguesReporting to the Head of Front Support Services, the role is within a dynamic and evolving business.
The Front support Services team comprises three specific areas of business; Account Management, Client Onboarding, and Client Services.
The department values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural valuesWe are looking for someone with:
A good understanding of the Private Bank/Wealth Management industry, processes and risks Knowledge of account onboarding and KYC analysis Ideally possess a minimum of Level 4 professional financial qualification to meet UK RDR Standards Experience with trade and foreign exchange orders Excellent time management; the ability to be able to work on multiple pieces of work across a variety of activities The role will be predominantly focused towards Account Management and client onboarding.
The role demands excellent communication skills and a can-do attitude, and involves working closely with teams across the wider organisation both locally and overseas.
Self-driven and highly motivated to collaborate in an inspiring culture, the ability to proactively determine opportunities to improve processes, increase efficiency and controls An understanding of the value of diversity in the workplace and dedication to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work#LI-CSJOB Recommended Skills Account Management Client Coverage Communication Customer Service Finance Foreign Exchange Markets Estimated Salary: $20 to $28 per hour based on qualifications.
This is a unique position in which you will have the chance to deepen your experience in Front Support services across the constituent parts of the team (Account Management, Client On-boarding, and Account Management) at a unique time as we embark on the forthcoming integration with UBS.
The successful candidate will be expected to pro-actively develop strong relationships with CS Group Relationship Managers who seek to book Shared Relationship business on the Guernsey Booking Platform, identify service enhancement opportunities and help implement changes where appropriate, all whilst maintaining high levels of service provision.
The key elements of the role will encompass account opening, review and corroboration of Source of Funds, understanding KYC and documentation requirements for complex structures including Trust and Companies, and ensuring client coverage requirements are met such as FATCA, AEI.
Your future colleaguesReporting to the Head of Front Support Services, the role is within a dynamic and evolving business.
The Front support Services team comprises three specific areas of business; Account Management, Client Onboarding, and Client Services.
The department values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural valuesWe are looking for someone with:
A good understanding of the Private Bank/Wealth Management industry, processes and risks Knowledge of account onboarding and KYC analysis Ideally possess a minimum of Level 4 professional financial qualification to meet UK RDR Standards Experience with trade and foreign exchange orders Excellent time management; the ability to be able to work on multiple pieces of work across a variety of activities The role will be predominantly focused towards Account Management and client onboarding.
The role demands excellent communication skills and a can-do attitude, and involves working closely with teams across the wider organisation both locally and overseas.
Self-driven and highly motivated to collaborate in an inspiring culture, the ability to proactively determine opportunities to improve processes, increase efficiency and controls An understanding of the value of diversity in the workplace and dedication to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work#LI-CSJOB Recommended Skills Account Management Client Coverage Communication Customer Service Finance Foreign Exchange Markets Estimated Salary: $20 to $28 per hour based on qualifications.
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