Client Support Administrator Projects (6-month FTC)

Summary of role

The Client Service Team is responsible for all aspects of our administrative relationship with clients and potential clients. The department aims to always provide the highest level of service.

In preparation of CCLA outsourcing our Transfer Agency work there is a need to cleanse our Client Database. There is also an ongoing AML remediation project. The role will be to assist the Client Service Team in these projects.

Key competencies

  • Written and verbal communication skills
  • Knowledge of Microsoft Office
  • Attention to detail

Duties

  • To assist clients in completing client information forms for an AML remediation project.
  • To contact clients who have not responded to our request for information for the AML remediation project.
  • To investigate and locate new charity personnel when correspondence has been returned to us. Request up to date information and ensure records are updated.
  • To investigate matches to Politically Exposed Persons (PEPs).
  • Any additional ad hoc data cleanse projects.

Interested?

If you would like to see the full job description, please email recruitment@ccla.co.uk.

If you are interested in applying please send a copy of your up to date CV to recruitment@ccla.co.uk stating your current salary and notice period.

Please note, CCLA does not accept CVs from recruitment agencies unless we have actively engaged on a specific position. Any CVs submitted in this manner will be disregarded.