Client Onboarding Administrator

Ipswich

We require a Client Onboarding Administrator to process the paperwork involved in account opening process, adhering to all regulatory requirements, and to answer questions from clients about the account opening process.

Key Accountabilities

  • Sending out account opening paperwork to clients upon instruction from the 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 they comply with internal guidelines
  • Liaise with internal and external teams where necessary

Competencies / Skillset

  • Getting things done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
  • Managing relationships and client focus
  • Methodical and organised
  • Ability to prioritise
  • Ability to work under pressure

Qualifications / Experience Required

  • Strong academic credentials
  • Previous experience of working in an office environment
  • Good standard of IT skills
  • Understanding of AML practices

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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