Client Documentation Reviewer

1 Days Old

Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Job Title:Client Document Reviewer/ Suitability Administrator Department:Investment Risk Location:Liverpool or Glasgow Contract Type: Fixed term until 31st December 2026 Working pattern: Hybrid About the Role This is a unique opportunity to advance your professional development, gaining a greater understanding of business risk, compliance and customer service while also being part of a friendly and sociable team. In this position you will play a key role in supporting our Investment Managers (IMs). Our Investment Managers meet with new and existing clients to discuss and agree on suitability parameters. These discussions may relate to onboarding, supplementary account openings, or ongoing suitability reviews. Following the meeting, the Client Documentation Review team will produce a YIM/Outcome letter to confirm the agreed parameters and we update the Invest Cloud system to reflect this. Your role will be to interpret meeting notes and produce About You Investment M...
Apply
Location:
Liverpool
Salary:
not provided
Job Type:
FullTime
Category:
Customer Service & Support

We found some similar jobs based on your search