Flexible Working/ Working From Home
Development Opportunities
About Our Client
Our client's firm is a reputable player in the wealth management industry with an employee base that exceeds 1,000 personnel. With a national presence, our Liverpool office has become a key contributor to our success in the Banking & Financial Services department.
Job Description
Conduct thorough reviews of client documentation for accuracy and completeness.
Ensure that all client documentation complies with industry and regulatory standards.
Communicate effectively with clients to resolve any documentation discrepancies.
Collaborate with team members to improve documentation procedures.
Maintain strict confidentiality of client information.
Stay up-to-date with industry best practices and regulations.
Report any irregularities or concerns to the appropriate management.
Contribute to team meetings and participate in professional development opportunities.
The Successful Applicant
A successful Client Documentation Reviewer should have:
An educational background in Banking, Financial Services or a related field.
Proficiency in reviewing and understanding complex documents.
Excellent attention to detail and organisational skills.
Strong communication and interpersonal skills.
Familiarity with property industry standards and regulations.
High level of integrity and professional ethics.
What's on Offer
Health : Comprehensive medical, dental, vision, and mental health support.
Financial : Competitive salary, pension scheme with employer match, and performance bonuses.
Time Off : Generous PTO, paid holidays, and parental leave.
Work-Life : Flexible schedules, remote options, and wellness programs.
Career Growth : Training, certifications, and tuition reimbursement.
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