Account Opening Specialist

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!