Meraki Talent are supporting a well respected Investment Management firm who are looking to appoint a Client Onboarding Administrator to join their new offices in Glasgow. Working as part of established team you will provide end to end administration for new clients onboarding, ensuring a first class customer service throughout. Key duties will include;
* Onboarding new clients
* Ensuring client documentation is verified and meets regulatory standards
* Carrying out client Anti Money Laundering ( AML) checks
* Opening new client accounts
* Being the first point of contact for client queries, and answering within a timely manner
* Liaising with internal departments, as well as Investment Managers and IFA’s
* Ensuring client documentation is processed accurately on in house systems
This is a varied and busy role which will require applicants to manage multiple workstreams, ensuring the highest level of client services, while meeting deadlines. Applicants should have come from a Financial Services background, ideally from a client onboarding function where they have gained similar experience and have a working knowledge of regulatory requirements. This is a permanent role, offering an immediate start. In addition to a competitive salary, there is a range of flexible benefits, including hybrid working. Apply NowIs this job for you? At Meraki, we lov...