Investment Client Service Specialist

Overview:

The role involves maintaining exceptionally high service levels and building positive client relationships. Responsibilities include client onboarding and effectively managing all client queries.

Responsibilities:

• Ensuring a positive and professional client service experience
• Providing exceptional client service across carious channels such as phone, email, online, and in-person
• Providing clients with technical assistance on our products
• Ensuring urgent matters are escalated for prompt resolution
• Proactively following up and assisting clients in obtaining outstanding information
• Where applicable, assisting clients with the completion of forms and obtaining any other relevant information
• Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations
• Validating KYC documentation
• Follow up on onboarding progress with administrators

Qualifications and Experience:

• Solid grasp of Anti-Money Laundering Regulations
• Understanding of the AML requirements for a wide range of client types such as individuals, trusts, charities, and corporate entities
• Relevant business degree and/or job-related experience

Competencies and Personal Characteristics:

• Adaptable and energetic, thriving in dynamic environments with shifting priorities
• Capable of working under pressure, meeting regulatory deadlines with poise
• Exceptional oral and written communication skills
• Empathetic and approachable demeanor towards clients
• Client-centric mindset with a professional appearance
• Diligent and accountable, maintaining rigor in meeting deliverables
• Demonstrates ownership and responsibility for assigned tasks
• Self-motivated team player with meticulous attention to detail
• Able to manage and prioritize tasks effectively within a demanding team environment