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.