Bank Account Management Administrator
Posted on 2/9/2024
Aztec Group

1,001-5,000 employees

Provides fund and corporate services for alternative assets
Company Overview
Aztec Group stands out in the alternative assets industry with its award-winning fund and corporate services, offering multi-jurisdictional solutions from key global financial hubs. The company's client-centric approach has resulted in an unrivalled client retention rate and over EUR 370 billion under administration, demonstrating its competitive advantage in the market. Its industry leadership is further evidenced by numerous client testimonials and multiple industry awards, highlighting its commitment to service excellence.
Financial Services
Data & Analytics

Company Stage

N/A

Total Funding

N/A

Founded

2001

Headquarters

Saint Helier, Jersey

Growth & Insights
Headcount

6 month growth

6%

1 year growth

13%

2 year growth

17%
Locations
Southampton, UK
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Customer Service
CategoriesNew
Sales & Account Management
Administrative & Executive Assistance
Customer Success & Support
Requirements
  • Understanding of banking regulations and compliance standards related to account opening (AML/CDD)
  • Strong customer service skills
  • Meticulous attention to details
  • Clear and effective communication skills
  • Technology proficient
  • Efficient time management
Responsibilities
  • 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
  • Input customer information accurately into the system/bank forms, minimizing errors
  • Communicate effectively with internal teams to resolve any issues related to account opening
  • 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
  • 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
  • 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
Desired Qualifications
  • Ability to adapt to changes in procedures and regulations
  • Consistent focus on accuracy and precision in data entry and documentation