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UK & Regional
Our top tier, Financial Services client is looking for a Client Outreach Associate to join their team based in the heart of Birmingham.
This person will be a lead on an Outreach team and will be responsible in manipulating large data sets using Excel.
Other key responsibilities will include:
Being responsible for the population and work allocation of these projects by developing a strong understanding of regulatory requirements
Responsible for the due diligence around relevant Client activity
Being an escalation point and managing relationships with the functional management team
Ensuring accurate MI is created and presented to stakeholders
The successful candidate will:
Ability to work on and manipulate, large data sets across platforms
Understanding regulatory requirements to allow providing client support
Client On-Boarding understanding
Very strong communication skills
Any MIFID, FATCA or CRS experience is highly beneficial
This is a fantastic opportunity to join a global organisation and offers a competitive salary + benefits. Please contact oliver.kohn@BRUINFinancial.com for further information!
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