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Client Onboarding Administrator

Posted 24 April by Meraki Talent Limited
Salary icon Salary negotiable
Location icon Glasgow , Lanarkshire

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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;
  • 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.
  
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Is this job for you?  At Meraki, we love recruitment and love words. Is this you?

Jennifer wants: Client Onboarding, Verification, Vetting, KYC
  
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Reference: 52527132

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