1 of 1 Asset Management Jobs in Northwich

Bespoke Client Account Onboarding Executive

Location
Northwich, England, United Kingdom
online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording, LEI application, initiation of cash and asset transfers, and all other applicable data items Daily interaction with Xplan, PULSE, Symphony, Fusion and Third Party systems adhering to applicable SLAs and workflow management … Adherence to all departmental procedures Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures Assist the Incident Management and Service Management Teams ...