Client Onboarding Administrator

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
• Perfo...