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Middle Office
3 mesi fa
Middle Office - Wealth Management
The role should include the below activities:
- Be the primary point of contact for all administrative procedures and queries raised either directly by clients or Client Advisers
- Ensure that queries/questions are resolved in line with internal procedure and to the client's satisfaction.
- Adhere to all departmental procedures and Service Level Agreements with internal departments or external counterparties
- Ensure all payment requests are completed in a timely manner, according to all antimoney laundering procedures
- Coordinate, the process of new client onboarding. Ensure necessary AML and KYC documentation is obtained and reviewed.
- Coordinate regulatory project work (such as Client CDD reviews, FATCA, etc.) on behalf of the team, liaising with Front Office Support and the Onboarding team where necessary
- Support the team in managing their agenda including conference calls and meetings with clients and potential clients
- fluency in English
- a previous experience in the role
- good knowledge of Excel
We offer an initial fixed term contract, based in Milan.
Gross annual salary:
to be defined 31 K
Data inizio prevista: 06/02/2023
Categoria Professionale:
Banche / Assicurazioni / Istituti di Credito
Settore:
BANCARIO/ FINANZIARIO
Città:
Milano (Milano)
Disponibilità oraria:
- Full Time
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