Click Fraud Protection


Client Data / Account Team Leader (Financial Services)

Job Title: Client Data / Account Team Leader (Financial Services)
Contract Type: Permanent
Location: City of London, London
Salary: Up to £38000 per annum + 25 days holiday, bonus, healthcare
Start Date: ASAP
REF: ASH17621CH_1550576256
Contact Name: Chris Hiett
Contact Email:
Job Published: 3 months ago

Job Description

Client Data Team Leader / Client Account Manager (Financial Services)

A large financial services and investment company is looking for an experienced Client Data Team Leader to join its operations team.

This is a great opportunity for someone with previous experience in dealing with client accounts within a financial services / wealth management company.

Duties will involve:
- Team leader for Client Administrators, responsible for 121's, appraisals and personal development
- Planning department workloads and providing support
- Ensuring smooth running of client data department
- Making sure client data meets requirements and is in accordance to procedures
- Identifying any suspicious / fraudulent activity
- Monitoring of risks and regularly reviewing processes
- Systems management and testing
- Following anti-money laundering rules

This Client Account Team Leader role is paying up to £38,000 based on experience and includes excellent benefits that you would expect from a large financial services company including 25 days annual leave, private healthcare, bonus, non-contributory pension and more.

To be considered suitable you will have the following skills / experience:
- Strong IT and organisational skills
- Previous experience in opening / managing client accounts within a financial / investment / wealth management environment
- Team leading / mentoring experience
- Excellent customer service skills
- Ideally an understanding of the financial sector including anti-money laundering rules and procedures

To apply for this Client Data Team Leader / Manager role please send a copy of your CV quoting reference number ASH17621CH

The Ashdown Group Ltd acts as an employment agency in respect of permanent vacancies and as an employment business in respect of temporary vacancies.