• Coordinate account transition activities, including new account establishment, account maintenance, and funding processes.
• Prepare, review, and process client documentation such as account applications, transfer requests, service forms, and regulatory disclosures.
• Act as a primary point of contact for clients throughout the account setup and transition process, ensuring all requirements are completed efficiently.
• Facilitate document execution through electronic signature platforms and traditional correspondence channels.
• Manage account transfer requests, including ACAT transfers, retirement account rollovers, and cash movement instructions.
• Liaise with custodians, operations teams, and service departments to ensure client requests are processed accurately and within agreed timelines.
• Monitor account setup progress and proactively resolve any issues that may delay account activation.
• Maintain accurate records while ensuring compliance with regulatory requirements and internal policies.
• Deliver a high standard of client service by responding to queries promptly and professionally.

Salt is acting as an Employment Agency in relation to this vacancy.