Twenty Financial Services are currently working a highly reputable, well-known financial services institution, which holds a market leading presence in its sector and they are currently seeking an Onboarding Associate to join a growing team.
- Support the manager in the day to day operational tasks, such as checking and approvals required within the team
- Help prepare and check reports for internals and externals
- Onboard, resign and manage changes to member and client accounts.
- Perform KYC and AML on members.
- Attend project meetings and manage the communication to the team where required.
- Customer facing roles, preferably experience within an Onboarding team
- Experience with KYC and AML procedures and policies
- Excellent customer service, good written and verbal communication
- Word, Excel, PowerPoint and Outlook mandatory. Salesforce optional.