Client Onboarding Administrator
Armstrong Watson Carlisle, United Kingdom
Client Onboarding Administrator
Armstrong Watson Carlisle, United Kingdom Apply now Posted 14 days ago Permanent Competitive
Client Onboarding Administrator
Armstrong Watson Carlisle, United Kingdom Apply now
About Us
Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues.
With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.
The Role
As a result of continued growth and in line with our "Crazy Goal" which is for "Armstrong Watson to be known as the best Accounting and Financial Advisory firm to deal with, delivering the best client experience in the UK", we are now recruiting for 2 Client Onboarding Administrators to join our team on a part time basis, and be based at our Head Office in Carlisle.
The exact hours of work for each successful candidate will be discussed and agreed as part of the interview and offer processes, but collectively, these colleagues will be required to work 37.5 hours per week.
The main elements of this role will include:
* Acting as the first point of contact for new clients during the onboarding process
* Providing clear guidance on the onboarding process, timelines and required documentation
* Ensuring all client onboarding activities comply with Anti Money Laundering (AML), Know Your Customer (KYC) and GDPR regulations
* Maintaining accurate records on our client systems
* Answering queries and ensuring clients understand how to interact with the firm effectively from an onboarding perspective
* Identifying opportunities to streamline onboarding processes and improve client experience
* Completing any other administrative tasks as and when required
Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
* Exemplary communication skills, both written and verbal
* Great timekeeping ability
* Experience of using IT systems, and be competent with using standard Microsoft Packages (Microsoft Teams, Word and Excel etc)
* Excellent organisation and prioritisation skills
* Previous office / administrative working experience
The Benefits
In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:
* Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
* Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
* Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
* Smart Working Policy, giving you the ability to balance home and remote working
* Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
* Employee Assistance Programme (24/7 confidential support for wellbeing and health)
* Paid flu jabs and eye tests
* Introductory Commission Scheme (financial reward if you refer a new client)
* Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
* Ongoing access to online training courses and materials
* Paid professional membership fees
* Charity of the Month
* Colleague of the Month
* Subsidised social events throughout the year
In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.
When you're with us... we're with you.
Job ID 43127a11-ad30-4684-b1d0-1cd9c10d225b
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-Ljbffr