Client onboarding Administrator (Financial Services)

6 months FTC

Hybrid Working Available

£35k

Due to rapid growth, a fantastic opportunity has arisen to join a leading Wealth Management firm based in the City of London on a 6 month FTC. Our client is seeking a Client Onboarding Administrator to join their team to oversee the core functions of account opening and account amendments.

Duties of the Client Onboarding Administrator to include:

• Review all account-related documentation to ensure completeness and compliance.
• Monitor the amendment process and track documentation through to completion.
• Maintain and manage account-opening documentation, ensuring adherence to regulatory standards.
• Perform background screening checks using platforms like World-Check to verify client information.
• Send screening results to the front office in a timely and accurate manner.
• Liaise with front office teams to ensure all client information is accurate and complete.
• Manage case files and ensure all processes adhere to service-level agreements.
• Ensure clear communication with relevant stakeholders regarding account statuses and any required actions.
• Ensure proper data management within core banking systems and platforms.

Requirements of the successful Client Onboarding Administrator:

• High levels of accuracy, attention to detail, and strong numerical skills.
• Proficiency with MS Office Suite, particularly Word and Excel.
• Strong communication skills with the ability to effectively liaise with internal teams.
• Ability to work quickly and efficiently while maintaining the highest standards of accuracy.#

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.