About the job
What You Will Do:
Join our dynamic team at Evelyn Partners as an Accounts Opening Manager in Liverpool, where you will lead a dedicated team of 10 professionals. Your primary responsibility will be overseeing the daily operations of account opening processes, ensuring accuracy and compliance with regulatory standards.
Your Key Responsibilities Include:
- Assisting the Senior Manager with team oversight to ensure all tasks are documented, deadlines are met, and discrepancies are addressed promptly.
- Providing expert technical guidance to resolve complex queries and support change management initiatives relevant to operational and system enhancements.
- Maintaining accurate and comprehensive client records at all times.
- Supporting management in establishing and reviewing effective systems, processes, and controls to ensure team procedures are up-to-date.
- Collaborating with management to evaluate business initiatives and policies from an operational standpoint.
- Conducting regular Training Needs Analysis for team members to ensure they possess the necessary skills and knowledge for their roles.

