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Client Onboarding Administrator
Posted 24 April by
Meraki Talent Limited
Meraki Talent are supporting a well respected Investment Management firm who are looking to appoint a Client Onboarding Administrator to join their new offices in Glasgow. Working as part of established team you will provide end to end administration for new clients onboarding, ensuring a first class customer service throughout.
Key duties will include;
This is a varied and busy role which will require applicants to manage multiple workstreams, ensuring the highest level of client services, while meeting deadlines. Applicants should have come from a Financial Services background, ideally from a client onboarding function where they have gained similar experience and have a working knowledge of regulatory requirements.
This is a permanent role, offering an immediate start.
In addition to a competitive salary, there is a range of flexible benefits, including hybrid working.
Apply Now
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Jennifer wants: Client Onboarding, Verification, Vetting, KYC
'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”
Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’
Key duties will include;
- Onboarding new clients
- Ensuring client documentation is verified and meets regulatory standards
- Carrying out client Anti Money Laundering ( AML) checks
- Opening new client accounts
- Being the first point of contact for client queries, and answering within a timely manner
- Liaising with internal departments, as well as Investment Managers and IFA’s
- Ensuring client documentation is processed accurately on in house systems
This is a varied and busy role which will require applicants to manage multiple workstreams, ensuring the highest level of client services, while meeting deadlines. Applicants should have come from a Financial Services background, ideally from a client onboarding function where they have gained similar experience and have a working knowledge of regulatory requirements.
This is a permanent role, offering an immediate start.
In addition to a competitive salary, there is a range of flexible benefits, including hybrid working.
Apply Now
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Jennifer wants: Client Onboarding, Verification, Vetting, KYC
'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”
Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’
Reference: 52527132
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