Account Opening Assistant
Arqaam Capital
Total years of experience :16 years, 5 Months
Currently undertake customer due diligence (CDD) and ‘know your customer’ (KYC) research on clients using Thomson Reuters software and public sources. Conduct ‘WorldChecks’ on companies and individuals as instructed for KYC purposes. Conduct additional research as required on clients and their shareholders for KYC purposes. I also assist the Account opening Team with administrative duties as and when required. Organise extensive WorldCheck information and generate files ready for review. Undertake general administrative duties which help support different members of the department based on work load. Prioritise urgent requests and delegate workloads
I was responsible for sending out all the sales and retention team’s documents via post and email. I also faxed, scanned and photocopied documents to save in relevant files. Answered department telephone in a polite and professional manner, dealt with customer queries or directed calls where appropriate and delivered accurate messages. My role included analysing policies and ensuring they met FCA guidelines. Organised and maintained personal diary. Maintained the office filing system both on paper and computer. I also assisted the HR team in sourcing new recruits which included CV sifting, arranging and conducting interviews, booking rooms for meetings, marking the attendance tracker, job advertising and dealing with advert responses.
Cold called customers and collected precise data which was then used at a later date to try and provide customer with a quote for their business. Ensured team/individual targets of calling 300 people a day were achieved whilst delivering quality customer services. Managed own calls throughout the day to help maintain targets
Worked in the customer services department as part of an advert enquiries team. I was responsible for the proof reading of customers’ advertisements, ensuring any required changes were processed. I also resolved customer queries and complaints on a daily basis via the telephone, using diplomacy and sensitivity. SAP and Lotus Notes was used extensively. Ensured team/individual targets were achieved whilst delivering quality customer service. I was also responsible for the training and development of new staff and distributed customer’s adverts via email, fax or post.
I worked in corporate sales on match days. The role allowed me to be involved in a busy team providing excellent customer service under pressure. The role helped with rapport building as It consisted of taking and collecting orders for merchandise from the guests in the boxes and suites. It also helped with time keeping and precision as I had limited time to process orders and make sure they were correct
2007 – 2009 - BTEC Travel & Tourism – MMM
2001-2006 -11 GCSEs A-C including Math, English, Science, Child Development, I.T, Leisure & Tourism (Double Award), Math Statistics and Physical Education