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Client Account Opening Support




Banking Compliance Trust

Our client is a leading family office in the industry. They are looking for an Client Account Opening Support candidate. This is an exciting opportunity that has arisen in the Treasury team. You will be an experienced KYC specialist or compliance administration enthusiast to support our unique and busy treasury business. The role reports to the local Head of Dealing & Treasury Support and involves close and regular interaction with Client Support Services, Family Office, Jersey Risk & Compliance, and various external business contacts (Financial institutions).

Opening and closure of investment accounts for Treasury clients

Collaborate with Business Compliance Office on annual risk reviews and restructures

Maintain investment accounts, for instance by adding/removing a beneficiary/settlor/protector or give a power of attorney to a third party

Maintain scanned investment account

Input of data in the in house integrated database system to keep up to date information at any point in time

Respond to day to day queries from internal and/or external parties and help resolving issues

Manage and execute business initiative independently from inception to implementation

First point of contact for all KYC related questions for the Treasury and Dealing/Family Office department

Carry out thorough source of wealth checks, via RiskScreen Pro searches on all new business submitted to the New Business Committee

Answering all CDD/KYC queries

Maintaining in-house KYC records

Liaising with third parties regarding KYC requirements

Liaising with the administrators regarding KYC issues

Ideally working towards a relevant compliance qualification (ICA or equivalent) and have sharp analytical mind, eye for detail and a strong commercial awareness.


Key Contact

Ann Egglishaw

Senior Consultant
01534 715150
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