Client Reviewer

  • Administration
  • Guernsey

AD-GSY-9898

Job Description

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We have a great opportunity for a Client Reviewer working for a leading independent fiduciary and corporate service provider.

 

This job involves working as a member of the Client Review Team in successfully carrying out a programme of trust client reviews in an efficient, accurate and timely manner, in line with the risk based Monitoring Program.

Job Responsibilities

  • Carry out reviews of client records under the firm’s risk based monitoring programme. Record findings and any identified remedial action points using the firm’s automated review system, bringing any significant issues of concern to the attention of the Compliance Manager.
  • Carry out spot check reviews of procedures or processes as required by the Compliance Manager from time to time, documenting and reporting findings.
  • Attend meetings with the team to discuss workloads, targets, relevant issues, share ideas and encourage best practice.

 

More information about this role is available upon request – contact the team today for further details.

 

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