Account Opening Specialist

  • Ref: EHX5750
  • Industry: Financial Services
  • Location:
    Liverpool
  • Salary:
    Competitive salary
  • Type: Permanent

About the Role

We are currently recruiting for an Account Opening Specialist to join a well-established investment management firm in Liverpool City Centre. The role is based in city centre offices and offers a friendly working environment alongside hybrid working. There is a lot of exciting growth happening in the business - a brilliant time to join the firm!

Role responsibilities for the Account Opening Specialist

  • Ensure new accounts are opened with the correct documentation
  • AML and Due Diligence checks
  • Check data on the system is fit for purpose and conforms to regulatory standards
  • Assist with project work
  • Liaise with stakeholders

Role requirements:

  • Account opening / vetting experience
  • High level of accuracy and communication skills
  • Ability to prioritise workloads
  • Good working knowledge of Microsoft Office

This is an excellent opportunity to join a reputable firm in a great role that promises career progression. Benefits include life assurance, private medical insurance and income protection. Apply now if you have the relevant experience!

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