As a Client Services Officer you will be responsible for:

• Liaising with financial advisers to procure necessary information and documents to support the client's application
• Ensuring that the initial funds received from the client are applied to the client account and that any fees are processed correctly within required timescale.
• Monitoring of Client Money Bank accounts and reconciliation reports.
• Capturing client details and instructions from application forms
• Interacting with our internal customer teams to ensure the relevant people are kept in the loop with applications currently being processed
• Obeying regulatory requirements, ensuring AML checks are completed and client money is dealt with adequately
• Acceptance of cheques for deposit and checking accuracy of deposit slips.
• Eliminating manual workarounds, implementing single processes as much as possible
• Communicating with advisers/custo­mers when required by telephone, email and letter

As a Client Service Officer will need:

• Strong attention to detail and/or data entry
• 6 months - 1 year experience in Financial Services experience
• Excellent problem solving and organisational skills.
• Prior knowledge of regulatory requirements surrounding anti-money laundering (AML), Client Money Rules and Regulations (CASS), ISA rules and subscription limits/restrictions
• Ability to work as part of a team and adapt to the needs of the team as they arise
• A willingness to take ownership and coordinate between internal/external customers
• Strong oral and written communication skills
• An understanding of the financial adviser industry and Retail Distribution Review (RDR)
• Knowledge of Microsoft Office products, in particular Excel and PowerPoint