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Associate-CPC

Description

On behalf of our client, a global professional services firm, we are actively recruiting an Associate to join their Central London based team.
 
Responsibilities;

  • Managing the administration of a mixed portfolio of corporate clients, trusts and private individuals
  • Assisting management with new prospects, business proposals and onboarding new clients
  • Ensuring all files are kept up to date, in good order and are compliant with all relevant money laundering legislation
  • Liaising with a range of stakeholders, providing the relevant information when required
  • Assisting with the opening of bank accounts and maintaining and monitoring the accounts once opened
  • Invoicing
  • Other ad hoc duties as required

 
Requirements;

  • Degree in a Business/Legal related field
  • ICSA Qualification is preferable
  • 3+ years experience in a similar role including experience administering corporate/trust clients and managing client relationships
  • Solid understanding of the corporate services and fiduciary industries
  • Strong communication skills; both verbal and written
  • Proficient in Microsoft Word, Excel, PowerPoint, and Outlook

 
If you are an outgoing individual with passion for client relationship management, please forward your CV in the strictest confidence to ciara@steppingstonesrecruitment.com

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