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Client Documentation Reviewer

Liverpool Permanent View Job Description
We are seeking a diligent and detail-oriented Client Documentation Reviewer to join our client's Banking & Financial Services team in Liverpool. The successful candidate will be responsible for meticulously reviewing and verifying client documentation in compliance with the property industry's best practices.
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  • Flexible Working/ Working From Home
  • Development Opportunities

About Our Client

Our client's firm is a reputable player in the wealth management industry with an employee base that exceeds 1,000 personnel. With a national presence, our Liverpool office has become a key contributor to our success in the Banking & Financial Services department.

Job Description

  • Conduct thorough reviews of client documentation for accuracy and completeness.
  • Ensure that all client documentation complies with industry and regulatory standards.
  • Communicate effectively with clients to resolve any documentation discrepancies.
  • Collaborate with team members to improve documentation procedures.
  • Maintain strict confidentiality of client information.
  • Stay up-to-date with industry best practices and regulations.
  • Report any irregularities or concerns to the appropriate management.
  • Contribute to team meetings and participate in professional development opportunities.

The Successful Applicant

A successful Client Documentation Reviewer should have:

  • An educational background in Banking, Financial Services or a related field.
  • Proficiency in reviewing and understanding complex documents.
  • Excellent attention to detail and organisational skills.
  • Strong communication and interpersonal skills.
  • Familiarity with property industry standards and regulations.
  • High level of integrity and professional ethics.

What's on Offer

  • Health: Comprehensive medical, dental, vision, and mental health support.
  • Financial: Competitive salary, pension scheme with employer match, and performance bonuses.
  • Time Off: Generous PTO, paid holidays, and parental leave.
  • Work-Life: Flexible schedules, remote options, and wellness programs.
  • Career Growth: Training, certifications, and tuition reimbursement.
Contact
Ross McElfatrick
Quote job ref
JN-122024-6621450
Phone number
+44 151 255 3784

Job summary

Job function
Banking & Financial Services
Subsector
Corporate Finance / Mergers & Acquisitions
Sector
Business Services
Location
Liverpool
Contract type
Permanent
Consultant name
Ross McElfatrick
Consultant phone
+44 151 255 3784
Job reference
JN-122024-6621450