Alicja Karolina Warszton
About Alicja Karolina Warszton
Alicja Karolina Warszton is an Assurance Officer specializing in KYC and suitability at Investec in Bournemouth, England. With a background in investment administration and a degree in Hotel Management, she has over a decade of experience in client-focused roles.
Work at Investec
Alicja Karolina Warszton has been employed at Investec since 2021, currently serving as an Assurance Officer specializing in KYC (Know Your Customer) and suitability. Her role is based in Bournemouth, England, where she has contributed to the company's compliance and client assurance efforts for three years. Prior to her current position, she worked as a Senior Investment Administrator at Investec Wealth & Investment UK from 2014 to 2021, also in Bournemouth. This extensive experience within the same organization highlights her commitment and expertise in the financial services sector.
Previous Experience at JPMorgan Chase
Before joining Investec, Alicja worked at JPMorgan Chase from 2008 to 2011 as an International Settlements Specialist, focusing on broker-dealer products. This role provided her with valuable experience in international finance and settlement processes, contributing to her overall professional development in the financial industry. Her tenure at JPMorgan Chase equipped her with skills that are applicable to her current roles in client service and assurance.
Education and Qualifications
Alicja holds an AAT Diploma in Accounting, which she obtained from Bournemouth and Poole College between 2010 and 2011. Additionally, she studied Hotel Management and Catering at The Academy of Hotel Management & Catering in Poznań, Poland, where she earned a BA from 1997 to 2000. Her educational background reflects a diverse skill set, combining financial expertise with customer service and management principles.
Client Relationship Skills
Alicja has a proven track record of building relationships and trust with clients, which she attributes to her confident communication skills. Her passion for delivering first-class service in client-focused roles has been a significant aspect of her career. Through her various positions, she has developed competencies in planning, communication impact, and teamwork, which enhance her effectiveness in client service environments.