Meraki Talent Limited

Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Edinburgh.Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.Key Duties; First point of contact for clients, providing life cycle advice Providing administration experience relating to financial products Ensuring client queries are responded too, within strict timescales Ensuring onboarding, transfers and payments are completed by the middle office function Gathering and reporting data for client review meetings Ensuring client administration is completed to set SLA's and Investment Managers are kept up to date on the progress Gathering data for suitability reviews Applicants should have come from a Financial Services background, in particular Investment or Wealth Management, where you have a proven track record in managing the client administration process. It is imperative you are able to build and retain relationships with Investment Managers and other third parties, ensuring a first class client service.This is a permanent opportunity, which adopts a hybrid approach to working, to give added flexibility.Apply NowIs this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Administration, Processing, Client Onboarding, Financial Services 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you." Please see our website page headed 'Privacy Notice' for an explanation about how we use information we collect about you'

Broad role Financial Crime and Regulatory Compliance Central London Location Work with key stakeholders Meraki Talent are currently working with a leading overseas bank to help them identify a Compliance Manager. The Bank has a diverse product line including Wholesale, Private Banking, Institutional and Wealth Management.Reporting into the Head of Financial Crime & MLRO the team is responsible for managing the compliance framework across the UK business. This includes providing ongoing guidance and advice to staff on compliance matters, product reviews and customers, together with ensuring any new UK regulations are implemented across the UK business.The team is also responsible for the overall Financial Crime Compliance Programme of the London Branch, setting policy and strategy in line with Group policy and UK Regulatory requirements to mitigate AML risk and providing advice, training, and reporting. This includes AML Compliance assessments of the UK customer base, products and services, as well as oversight of the due diligence (CDD) and Customer Screening Systems framework.Along with this they are also responsible for managing the UK Compliance Monitoring programme and Financial Crime Monitoring Programme. Some of your duties will include: Act as the Deputy Head of Financial Crime Planning and execution of Financial Crime Monitoring Plan and presentation to Exco. Assist with the drafting, embedding, and managing of FC policies (incl. AML / CTF / PF, Bribery and Corruption (B&C), etc.) CDD Standards and processes (updates, MI, presentations to the MLRO / EXCO). This includes but is not limited to: Customer Risk Assessment (CRA), Branch wide Financial Crime Risk Assessment (FCRA), Sanctions Compliance, Payments and Customer Screening, Transaction Monitoring arrangements / controls, etc We are looking for: Previous banking experience ideally across different product areas Previous financial crime experience Good knowledge of the regulatory compliance landscape Excellent communication and stakeholder skills Desired Financial Crime qualification (i.e. Certificate in Financial Crime Prevention, Anti Money Laundering or Sanctions)

Meraki Talent are seeking a motivated and client-focused Digital Specialist Support to join an existing team. As part of this role you will deliver bespoke digital banking support to clients and colleagues across Fiduciaries, Funds, and Family Office relationships. You will act as a trusted advisor, ensuring world-class service while managing and resolving complex digital banking and servicing requests. Key Responsibilities will include; Review and resolve customer requests relating to accounts, products, and services, escalating where necessary. Collaborate with teams across the organisation to integrate and promote best practice in the client request process. Maintain accurate client records and documentation. Lead or guide colleagues, contributing to decision-making, policy development, and operational effectiveness. Provide expertise in complex digital banking, servicing, and cash management solutions. Analyse data, identify risks, and contribute to the control and governance agenda. Communicate complex or sensitive information effectively to influence stakeholders. Applicants should have gained experience in relationship management within financial services, with a track record of enhancing client experiences. It is essential applicants have a proven knowledge of digital banking platforms, with the ability to troubleshoot and resolve issues in a fast-paced environment. Additionally, you will have strong analytical skills, attention to detail, and a methodical approach to your work. This is a permanent opportunity, which can be based in Jersey, Guernsey or the Isle of Mann. Apply Now Is this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Client Services, Digital, Platform, Customer Journey, Banking 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you." Please see our website page headed 'Privacy Notice' for an explanation about how we use information we collect about you'