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Middle Office

3 mesi fa


Milano, Lombardia, Italia Adecco Italia A tempo pieno
Adecco Credit and Banking is hiring for a leading global financial services group a

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
- a degree in Economics or Law
- 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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