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Open nowFirst seen 4 days ago

Client Onboarding Administrator

RGH-Global Limited607 open roles

Pay
£25,000 – £27,500 a year
Where
Blackpool, United Kingdom
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Your applicationOpen nowClient Onboarding AdministratorRGH-Global Limited · Blackpool, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

Client Onboarding Administrator

Location: Blackpool (hybrid working available)

Salary: £25,000 – £27,500 per annum

Job Purpose

To deliver high-quality client onboarding services by reviewing and setting up new client accounts within a regulated wealth management environment, ensuring all activity is conducted in line with procedural and regulatory requirements.

Key Responsibilities

  • Review and oversee the setup of new client accounts from initiation through to completion
  • Handle queries from internal investment and advisory teams relating to the onboarding process, via telephone and email
  • Liaise with relevant internal teams including front office and client due diligence functions
  • Input and maintain client data accurately within the portfolio management system, ensuring all required fields are completed correctly
  • Perform quality control checks on data input using a dual-verification (four-eye) process
  • Issue account opening confirmations to relevant internal and external parties via email
  • Run exception and error reports to identify and resolve gaps or inaccuracies in data
  • Support and manage ad hoc data and process improvement projects
  • Scan and file account documentation to the document management system
  • Actively contribute to the ongoing review and enhancement of procedures and processes
  • Undertake relevant training and professional development as required
  • Proactively develop knowledge of the financial services industry, regulatory landscape, and relevant technical skills

Skills & Experience

  • Strong attention to detail with a commitment to accuracy and quality output
  • Ability to manage workload independently and work effectively without close supervision
  • Clear and professional communication skills, both written and verbal
  • Proficient in Microsoft Word, Excel, and Outlook
  • Comfortable working with internal systems and databases; experience in a wealth management or financial services environment is advantageous
  • Familiarity with regulatory and compliance requirements relevant to client onboarding
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