URGENT X3 Client Onboarding Administrator (Financial Services)

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.