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    Senior Bank Account Management Administrator - Southampton, United Kingdom - Aztec Group

    Aztec Group
    Aztec Group Southampton, United Kingdom

    Found in: Talent UK C2 - 4 days ago

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    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

  • 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.

    • Relationship Management

  • 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.

    • Skills, knowledge, expertise:

    Technical Knowledge

  • 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

    • Soft Skills

  • 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

    • 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.

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