Client Cash Assistant Job at DAC Beachcroft (Bristol)

Client Operations Assistant

Join a high-growth investment manager overseeing for a diverse global client bas...

Location

United Kingdom , City Of London

Salary:

32000.00 - 35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A proactive, 'can-do' mindset with a strong sense of ownership
Exceptional attention to detail and organisational skills
The ability to remain calm and focused under pressure
Strong communication skills and a collaborative approach
A genuine interest in financial services (prior experience is beneficial but not essential)
Intellectual curiosity and the confidence to ask questions and challenge effectively

Job Responsibility

Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately
AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring
Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care
Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard
Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities
Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations
Process Improvement - Play an active role in identifying efficiencies and enhancing client experience
Team Projects - Support broader initiatives and continuous improvement efforts across the function

What we offer

A Culture That Values You
Structured Training & Career Development
Performance & Progression
Opportunity to Make an Impact
Hybrid working model with a minimum of three days in a central London office

Fulltime

Client Advisor Assistant

Our parent company, Quintet Private Bank, is a leading private bank in the wealt...

Location

United Kingdom , Manchester

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Good knowledge and strong experience of the UK wealth management industry
Experience of supporting a number of advisors, rather than on a 121 basis
Understands Risk within context of the role and meets the regulatory obligations, as applicable
Competent at maintaining client data and communicating with clients
Good communication and written English skills
Very good telephone manner, comfortable handling client queries
Excellent team working skills
High accuracy and attention to detail
Well organised and efficient
Takes a solution oriented approach

Job Responsibility

Coordinate client interactions
Support portfolio related activities
Ensure smooth execution of client processes
Act as key point of contact
Manage client queries
Maintain accurate records
Contribute to effective running of a client focused team
Proactively assist Client Advisors with management of clients wealth
Provide support for client meetings
Contact clients as requested

Fulltime

Client Onboarding Assistant Vice President

Client Onboarding Assistant Vice President is a seasoned professional role. Appl...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
Advanced execution skills in a prioritiziation mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives

Fulltime

Client Operations Assistant

Join Our Clients Dynamic Team! Are you ready to kickstart your career in the inv...

Location

United Kingdom , London

Salary:

45000.00 - 50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

organised and proactive, ready to take ownership of your tasks
A team player who supports colleagues and contributes positively
Quick to learn, with a genuine desire to provide excellent client experiences

Job Responsibility

Data Entry: Maintain accurate records within our systems
Report Generation: Assist in creating and distributing client reports
Client Onboarding: Process new applications and manage trade entries
Dealing and Settlement: Facilitate investment transactions and cash settlements
Cash Management: Oversee client payments and bank reconciliations
Enquiry Management: Resolve client inquiries through our case management system
Call Handling: Assist clients via phone with their questions
Ad-Hoc Projects: Support various projects as they arise

What we offer

Culture: Be part of a supportive environment where your contributions matter
Training and Development: Engage in a comprehensive onboarding programme with ongoing development opportunities
Recognition of Performance: Enjoy a merit-based culture where your efforts are acknowledged and rewarded
Contributing to Change: Collaborate on improving operational procedures and enhancing client experiences

Fulltime

Client Services Assistant

Are you ready to embark on an exciting career in the investment management indus...

Location

United Kingdom , London

Salary:

30000.00 - 36000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

University degree or equivalent
proactive approach with a willingness to learn and adapt
collaborative spirit
dependability and a commitment to delivering top-notch service
previous experience in financial services is a plus but not essential

Job Responsibility

Client Onboarding: Streamline the onboarding process for new clients, ensuring accuracy and efficiency
AML & KYC: Conduct essential compliance checks to uphold regulatory standards
Data Entry: Maintain and update client information across internal systems with precision
Enquiry Management: Handle client queries professionally, ensuring timely responses aligned with our industry-leading SLAs
Cash Management: Process client payments and assist with bank reconciliation tasks
Administrative Support: Contribute to various ad-hoc projects and operational improvements as needed

What we offer

Structured Training: You'll receive comprehensive training to enhance your understanding of our products and processes
Growth Opportunities: Regular one-on-one meetings will help you track your progress and development
Dynamic Environment: Be part of a small but impactful team that values your contributions

Fulltime

Assistant Vice President, Client Onboarding

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills
Able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives
Monitors customer satisfaction and service level and drives process changes

Fulltime

Assistant Vice President, Client Onboarding

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills
Able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
Advanced execution skills in a prioritization mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives

Fulltime

Assistant Vice President, Client Onboarding Manager

The Client Onboarding Manager provides full leadership and supervisory responsib...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account maintenance and related cash products preferred
Able to work independently with good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated project management skill including financial cost management skills
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts is preferred
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management, auditors and / or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities

Job Responsibility

Responsible for internal stakeholders interaction and management, account setup and maintenance requirements and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering resolution of customer issues pertaining to account setups and maintenances
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Perform people manager role, who also supports the planning and hire of right set of people, train, guide, coach, develop, appraise and reward people based on meritocracy
Supports the motivation of staff through constant interaction with the team. Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels. Identifies and develops high performers for next level jobs/mid management positions. Ensures team delivers as per service level agreements
Understands new customer requirements in addition to new product requirement and ensures adequate support to client representatives requirements and initiatives

Fulltime

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Client Cash Assistant

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