Client Onboarding Administrator
Location: Blackpool (hybrid working available)
Salary: £25,000 – £27,500 per annum
Job Purpose
To deliver high-quality client onboarding services by reviewing and setting up new client accounts within a regulated wealth management environment, ensuring all activity is conducted in line with procedural and regulatory requirements.
Key Responsibilities
* Review and oversee the setup of new client accounts from initiation through to completion
* Handle queries from internal investment and advisory teams relating to the onboarding process, via telephone and email
* Liaise with relevant internal teams including front office and client due diligence functions
* Input and maintain client data accurately within the portfolio management system, ensuring all required fields are completed correctly
* Perform quality control checks on data input using a dual-verification (four-eye) process
* Issue account opening confirmations to relevant internal and external parties via email
* Run exception and error reports to identify and resolve gaps or inaccuracies in data
* Support and manage ad hoc data and process improvement projects
* Scan and file account documentation to the document management system
* Actively contribute to the ongoing review and enhancement of procedures and processes
* Undertake relevant training and professional development as required
* Proactively develop knowledge of the financial services industry, regulatory landscape, and relevant technical skills
Skills & Experience
* Strong attention to detail with a commitment to accuracy and quality output
* Ability to manage workload independently and work effectively without close supervision
* Clear and professional communication skills, both written and verbal
* Proficient in Microsoft Word, Excel, and Outlook
* Comfortable working with internal systems and databases; experience in a wealth management or financial services environment is advantageous
* Familiarity with regulatory and compliance requirements relevant to client onboarding