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