KYC / Customer Service Administrator

cer Financial; London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in the financial sector is seeking a KYC / Customer Service Administrator based in the City of London. This permanent position involves managing the customer lifecycle and providing exceptional service aligned with company values. The successful candidate will be responsible for onboarding customers, processing transactions, and maintaining accurate records while ensuring compliance with KYC standards.

Qualifications

• Experience in customer onboarding, including KYC procedures.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Experience with banking systems.

Responsibilities

• Onboarding new customers by setting up customer and account records.
• Processing new deposits, rollovers, and repayments for fixed and notice accounts.
• Maintaining up-to-date customer records.

Skills

Customer onboarding

KYC procedures

Microsoft Office

Tools

Banking systems

Online banking

Job description

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KYC / Customer Service Administrator, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1bc43889f02b

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

KYC / Customer Service Administrator

City of London / Hybrid

Permanent

cer Financial is working alongside a bank based in the City of London. They are seeking a Customer Service Administrator to work with them on a permanent basis.

The Customer Service Administrator will manage the customer lifecycle across all customer types, including personal, business, ISA, and charities, providing exceptional service aligned with company values.

Responsibilities include:

• Onboarding new customers by setting up customer and account records, ensuring initial and ongoing Due Diligence (KYC)
• Processing new deposits, rollovers, and repayments for fixed and notice accounts
• Providing bereavement services
• Maintaining up-to-date customer records
• Inputting daily transactions into the banking system
• Preparing and executing daily transfers and payments
• Performing ad hoc duties as required

Requirements:

• Experience in customer onboarding, including KYC procedures
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with banking systems, including online banking