Junior CRM Assistant

PRINCIPAL ELEMENTS & ACCOUNTABILITIES :

• Provide administrative support to the Client Relationship Team on allocated clients, including but not limited to the preparation of banking, investment, internal and external reports, trade instruction preparation, cash transfer instructions,
• Providing client servicing support to one or more Client Relationship Manager(s) and their clients; representing the Client Relationship Manager as appropriate.
• Capturing new client information and completing onboarding processes
• Receiving queries from clients and other internal contacts and resolving / escalating as required
• Liaising with other parts of the Stonehage Fleming group and with third parties to coordinate the implementation of client requirements. This would include lawyers, accountants, banks, insurance brokers, etc.
• Gathering information from clients, internal contacts and other providers
• Preparation of client correspondence
• Support ongoing client monitoring including client activity and AML reviews
• Ensure compliance with group principles, all regulatory requirements and standards
• Inputting, analysing and maintaining client and prospect data
• Such other duties as may from time to time reasonably require, including ad hoc projects

QUALIFICATIONS AND EXPERIENCE :

SKILLS :

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