- Assist Customer Service Teams in understanding account opening requirements and guide them through the process.
- Collect and verify necessary documentation for new account applications.
- Ensure strict adherence to regulatory requirements and internal account opening framework.
- Identify, assess, and mitigate risks associated with account opening procedures.
- Input customer information accurately into the system/bank forms, minimizing errors.
- Ensure efficiency in the process and reduce processing times.
- Address and resolve any issues or discrepancies in account opening applications.
- Maintain organized and secure records of account opening documentation.
- Contribute to the ongoing improvement of account opening workflows and procedures.
- Uphold strict confidentiality standards in handling customer information.
- Utilize relevant banking software and technology for efficient account processing.
- Preparation and presentation of operational reports.
- Lead, motivate, and guide a team of Administrators responsible for account opening.
- Foster a collaborative and high-performance team culture.
- Maintain quality relationship with key Banking Partners and develop a deep understanding of their onboarding requirements.
- Communicate effectively with internal teams to resolve any issues related to account opening.
- Provide support to customers with inquiries related to their account opening status.
- Collaborate with internal stakeholders to ensure a smooth account opening process.
- Assist other team members with account opening applications and ensure best practices.
- Understanding of banking regulations and compliance standards related to account opening (AML/CDD)
- Knowledge of Fund industry/Fund structures
- Technology proficient (MS tools/apps)
- Project Management
- Strong customer service
- Meticulous attention to details
- Clear and effective communication
- Solution-oriented
- Effective organization
- Collaborative mindset
- Efficient time management
- Ability to adapt to changes in procedures and regulations.
- Consistent focus on accuracy and precision in data entry and documentation
- Proven leadership skills with ability to guide and motivate a team.
- Ability to work in a fast-faced and dynamic environment.
- Management of tight deadlines
-
Order Management Administrator
Found in: Jooble UK O L C2 - 2 hours ago
GARMIN (EUROPE) LIMITED Southampton, United KingdomOrder Management AdministratorOffice Based - Southampton£25,000 - £26,000 p/a plus excellent benefitsAbout UsHere at Garmin, we love what we do - fuelling people's passions for fitness monitoring, sports timing, mapping and management, driving and/or sailing while using GPS to na ...
-
Investment Manager Assistant/Administrator
Found in: Jooble UK O C2 - 3 days ago
Front Row Recruitment Southampton, United KingdomDue to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities which wil ...
-
Administrator
Found in: SonicJobs Direct Apply UK - 1 day ago
Brook Street UK Southampton, United Kingdom Full timeThe position entails a diverse range of administrative responsibilities, including but not limited to: · Handling incoming phone calls · Managing appointment schedules · Drafting and dispatching correspondence · Addressing email inquiries · Assisting the team with administrative ...
-
Business Development Manager
Found in: SonicJobs Direct Apply UK - 5 days ago
Connexa Southampton, United Kingdom Full timeBUSINESS DEVELOPMENT MANAGER · My client is a growing consultancy in the digital transformation sector, serving clients in defence, government, and security industries. Their current focus is on leveraging advanced technologies like Artificial Intelligence to manage complex infor ...
-
Contracts Engineer
Found in: SonicJobs Direct Apply UK - 5 days ago
CMR & Life Sciences Southampton, United Kingdom Full timeThis is an opportunity for a Contracts Engineer to work on a variety of maintenance and turnaround services contracts with our client who own and operate the Fawley refinery and petrochemical manufacturing complex. · The primary role and responsibility of the Contracts Engineer w ...
-
Customer Service Representative
Found in: SonicJobs Direct Apply UK - 20 hours ago
Latitude Recruitment Southampton, United Kingdom Full timeCustomer Service Representative · Our World Leading, Hampshire based, manufacturer is looking for an enthusiastic individual to join its growing Customer Services team based in Southampton. · The successful applicant will be part of a small team, working as a Customer Service Rep ...
-
Assurance & Administration Manager (Hotel Operations) - 9 mths FTC
Found in: Jooble UK O C2 - 6 days ago
Carnival Corporation & plc Southampton, United KingdomWe recognise the value in having people with a variety of backgrounds, experience and skills in our business. We work flexibly and will help you to find a healthy balance of remote working and time in our fantastic Southampton office, collaborating, taking part in events and gett ...
-
Legal Assistant
Found in: SonicJobs Direct Apply UK - 4 days ago
Charalle Group Eastleigh, United Kingdom Full timeOur Client a leading Law firm based in Southampton, seek a Legal Assistant to join the Medical negligence team, Their friendly and supportive team is led by five highly experienced Partners whose unique mixture of experience ensures their clients receive the best possible service ...
-
Ward Manager Administrator
Found in: Talent UK C2 - 3 days ago
Hampshire Hospitals NHS Foundation Trust Basingstoke, United Kingdom PermanentJob summary · We have an exciting opening for a Ward Manager Administrator to provide comprehensive administrative services to the clinical matron. Isolation ward is a 7 bedded ward in Basingstoke looking after the needs of general medicine patients. · Main duties of the job · ...
-
Practice Administrator/ Manager
Found in: Jooble UK O C2 - 1 day ago
VC Evidensia UK Andover, Hampshire, United KingdomSalary up to £35,000 depending on experience · This role is ideal for someone who has some managerial experience and good communication skills and who is proficient in IT systems including all Microsoft systems. We are looking for someone who understands the financial aspects of ...
-
Practice Administrator/ Manager
Found in: Jooble UK O C2 - 1 day ago
VC Evidensia UK Bournemouth, Dorset, United KingdomSalary up to £40,000 depending on experience · Aniwell Vet Clinic, Kinson (Bournemouth) · Salary up to £40,000 depending on experience · As a Practice Manager, your pivotal role involves supporting the Clinical Director/ Senior Vets in practice management and business developme ...
-
Practice Administrator/ Manager
Found in: Jooble UK O C2 - 1 day ago
Independent Vetcare Limited Bournemouth, Dorset, United KingdomAniwell Veterinary Clinic, Kinson · Permanent, Full time · Salary up to £40,000 depending on experience · Practice Manager Aniwell Vet Clinic, Kinson (Bournemouth) Salary up to £40,000 depending on experience Aniwell Vets are looking for a dedicated individual to join our team ...
-
Practice Administrator/ Manager
Found in: Jooble UK O C2 - 1 day ago
Strathmorevets Andover, Hampshire, United KingdomSalary up to £35,000 depending on experience · This role is ideal for someone who has some managerial experience and good communication skills and who is proficient in IT systems including all Microsoft systems. We are looking for someone who understands the financial aspects of ...
-
Service Coordinator
Found in: SonicJobs Direct Apply UK - 4 hours ago
Verto People Fareham, United Kingdom Full timeService Coordinator / Engineering Coordinator / Service Administrator required to join a global engineering manufacturer. · The successful Service Coordinator / Engineering Coordinator / Service Administrator shall be office based near Fareham, responsible to plan and schedule th ...
-
Ward Manager Administrator
Found in: Talent UK C2 - 6 days ago
Hampshire Hospitals NHS Basingstoke, United Kingdom Part timeJob overview · We are looking for reliable and flexible pharmacist with excellent organisational skills to join our team in Outpatient Pharmacy. As a member of the Outpatient pharmacy team, you would contribute to the provision of a range of pharmaceutical services: issuing pres ...
-
Payroll Specialist
Found in: SonicJobs Direct Apply UK - 1 day ago
Micheldever Tyres Services Ltd Winchester, United Kingdom Full timeMicheldever Tyres is looking for an Interim Payroll Specialist to provide maternity cover for 10 months. You will be an analytical thinker with a thorough understanding and love of payroll processes. Proven experience in payroll management, running a large and complex payroll inc ...
-
People Lifecycle Administration Manager
Found in: Talent UK C2 - 17 hours ago
Sunseeker International Ltd Poole, United Kingdom PermanentJob Title: People Lifecycle Administration Manager · Salary Range: £45,000 to £50,000 depending on experience · Working Location: Sunseeker World Headquarters, Poole · Hybrid Working Offered: Yes, minimum of three days per week in office · About Sunseeker International · Sunseeke ...
-
Internal Sales Representative
Found in: SonicJobs Direct Apply UK - 3 days ago
Job Heron Portsmouth, United Kingdom Full timeAn experienced Internal Sales Representative with B2B Sales Experience is needed to join the team at this leading distributor of a comprehensive range of packaging consumables based in Hampshire on a full-time basis. · Established for over 30 years, they are a market leader in t ...
-
HR & Payroll Administrator
Found in: SonicJobs Direct Apply UK - 1 day ago
Bond Williams Limited Poole, United Kingdom Full timeHR & Payroll Administrator - Poole - Up to £27,500 · Are you an experienced HR & Payroll Administrator with excellent organisational skills? · Do you have previous experience working as a HR & Payroll Administrator? · If yes, then read on to see what's on offer · What you'll be d ...
-
Security Controller
Found in: SonicJobs Direct Apply UK - 1 day ago
Gregory Martin International Portsmouth, United Kingdom Full timeSecurity Controller / Security IT Controller – Defence, NATO, Government Consultancy · Location - Portsmouth, Hants, Hybrid role · Salary up to £65K plus excellent benefits including Pension, Life Insurance, Bonus · Our client a successful technical consultancy, following a sus ...
Senior Bank Account Management Administrator - Southampton, United Kingdom - Aztec Group
Description
Reports to the Bank Account Management- Manager
The purpose of this position is to facilitate and manage the efficient processing of new account opening applications for Aztec's clients across the Group, whilst adhering to the Account Opening framework.
Key responsibilities:
Operations
Relationship Management
Skills, knowledge, expertise:
Technical Knowledge
Soft Skills
We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and be great with people, as close working relationships between our colleagues and clients is at the heart of what we do.