Client Onboarding Administrator

Ipswich

We require a Client Onboarding Administrator to help process our client Account Opening paperwork, quality-check and review all requirements that are carried out, answer any client queries on completing onboarding paperwork, and processing incoming transfers.

Key Accountabilities

  • Sending out Account Opening paperwork to clients upon instruction from Investment Managers
  • Assisting clients with queries on completing Account Opening paperwork over the telephone as required
  • Chasing required client correspondence
  • Process client account opening paperwork through to setup in Figaro
  • Have a broad understanding of anti-money laundering (AML) issues
  • Perform AML and KYC checks, review client documentation and ensure documentation submitted complies with Killik guidelines
  • Provide data entry function
  • Liaise with Compliance, Front Office and third party companies when necessary
  • Checking accounts for errors using a checklist and escalating if necessary
  • Providing cover to Account Opening when required

Competencies / Skillset

  • Getting Things Done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
  • Disciplined-Innovation
  • Client-Centricity
  • Working Together
  • Managing relationships and client focus
  • Methodical and organized
  • Ability to prioritise
  • Ability to work under pressure

Qualifications / Experience Required

  • Prior administration experience within an office environment
  • A good standard of IT skills
  • A good level of competency with Microsoft Office
  • Prior experience with AML checking is advantageous

Contractual Hours

9.00am – 5.30pm, Monday to Friday

Get In Touch

Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
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