Client Support Specialist

**Introduction**
- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),
and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and
people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies
and organisations care for and reward their employees and members. Through our own network of advisers or via
independent brokers and utilising new platforms Momentum Group provides practical financial solutions
for people, communities and businesses.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- As an Institutional Client Support Specialist, you will leverage your expertise in institutional investments and in-depth knowledge of regulatory frameworks, including Know Your Client (KYC), Anti-Money Laundering (AML), and FICA, to fulfill a critical administrative function. The primary responsibility of this role is to facilitate the seamless onboarding of clients while maintaining the highest levels of regulatory compliance and data integrity. In addition, you will play a key role in building and nurturing strong, professional relationships with institutional clients—ensuring clear communication, trust, and exceptional service delivery throughout their lifecycle.

**Requirements**:

- Relevant business degree
- Legal or compliance qualification will be
- Experience in client servicing/reporting.
- 5 years investments / financial services with at least 3 years’ experience in an Anti
- Mony laundering (AML), Know Your Client (KYC) and Client Due Diligence (CDD)
- Sound and in-depth understanding of the FICA, Anti-Money Laundering, Terrorism Financing Control regulations and FIC guidance notes
- Good understanding of Institutional clients KYC

**Duties & Responsibilities**
- Respond promptly and effectively to client queries, ensuring timely resolution.
- Advise back-office teams on updates to client investment mandates and oversee the accurate implementation of changes.
- Compile and deliver monthly and quarterly reports for all investment clients.
- Prepare fund factsheets and customized reports on investment products for clients.
- Identify potential risks associated with client onboarding and data management, and implement appropriate mitigation measures.
- Support the client-facing team in the onboarding process for new clients and investors.
- Clearly communicate the onboarding process and manage client expectations throughout the journey.
- Maintain a strong understanding of CDD/AML procedures and ensure high-risk cases are appropriately escalated and signed off.
- Deliver a seamless, high-quality onboarding and offboarding experience for clients.
- Perform both basic and enhanced KYC due diligence for new and existing clients.
- Conduct screenings against sanctions lists and perform risk assessments of clients.
- Report any suspicious or unusual transactions or activity to the Compliance Manager promptly.
- Ensure client records are accurate and up to date, and perform regular client refresh and maintenance as required.
- Manage and maintain FICA and KYC documentation, overseeing the end-to-end process and ongoing reviews.
- Provide input and support for FICA-related initiatives and projects.
- Stay informed of regulatory changes and evolving requirements related to client KYC.
- Foster and maintain strong relationships with clients and both internal and external stakeholders.
- Meet service level agreements to ensure client expectations are consistently met and managed.
- Identify, mitigate, and escalate risks as necessary.
- Remain up to date with Momentum Investments’ products and process changes to effectively handle client inquiries.
- Support and champion change initiatives, providing specialist assistance where needed.
- Contribute to a culture that promotes collaboration, constructive feedback, and exceptional client service.
- Embody the company’s values and demonstrate GRITx behaviours in daily activities.
- Carry out any additional duties aligned with the role, as requested by management to support business goals.

**Competencies**
- Attention to detail
- Customer centricity
- Planning and organising
- A high degree of self-motivation and can work independently
- Delivering results & Meeting Customer Expectations
- Working with people and relationship
- Proactive