Client Onboarding Administrator

Client Onboarding Administrator

Location: Blackpool (hybrid working available)

Salary: 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