URGENT X3 Client Onboarding Administrator (Financial Services)
This job does not exist anymore.
Try running a new search or browse our vacancies.
Or fill in the form below to receive job alerts.
Job Type | Permanent |
Location | London |
Area | All of London, UK |
Sector | Financial Services |
Salary | up to £35,000 plus excellent bonus and benefits |
Currency | GBP |
Start Date | |
Job Ref | VAC-5631 |
Job Views | 39 |
- Description
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.