Client Onboarding Administrator

Client Onboarding Administrator

London (Hybrid)

Permanent

Circa £30,000 - £34,000

An excellent opportunity for a client onboarding administrator to join a rapidly growing financial services firm based in London. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.?

Skills & Requirements

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2 Years’ experience in Financial Services, preferably in Wealth Management

Excellent administration and interpersonal skills

Capability to work under pressure in order to meet deadlines

Ability to work individually and as part of a team

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?The Role

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Handling new client onboarding

Looking into KYC/AML

Looking into erroneous reports (investigate incorrect data & passing to relevant team to correct and checking before confirming to client).

Arranging for copies of original documents to be certified and originals sent back to investors.

Maintaining and providing information to associate companies in relation to Property only accounts.

Responsible for designated area of data within teams’ data dashboard.