Client Onboarding Administrator
vor 4 Wochen
Due to rapid growth, a fantastic opportunity has arisen to join a leading Wealth Management firm based in the City of London on a 6 month FTC.
Our client is seeking a Client Onboarding Administrator to join their team to oversee the core functions of account opening and account amendments.
Duties of the Client Onboarding Administrator include: Review all account-related documentation to ensure completeness and compliance.Monitor the amendment process and track documentation through to completion.Maintain and manage account-opening documentation, ensuring adherence to regulatory standards.Perform background screening checks using platforms like World-Check to verify client information.Send screening results to the front office in a timely and accurate manner.Liaise with front office teams to ensure all client information is accurate and complete.Manage case files and ensure all processes adhere to service-level agreements.Ensure clear communication with relevant stakeholders regarding account statuses and any required actions.Ensure proper data management within core banking systems and platforms.Requirements of the successful Client Onboarding Administrator: High levels of accuracy, attention to detail, and strong numerical skills.Proficiency with MS Office Suite, particularly Word and Excel.Strong communication skills with the ability to effectively liaise with internal teams.Ability to work quickly and efficiently while maintaining the highest standards of accuracy.#J-18808-Ljbffr
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A Level
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Melbourne, Österreich Montpellier Resourcing VollzeitDue to rapid growth, a fantastic opportunity has arisen to join a leading Wealth Management firm based in the City of London on a 6 month FTC.Our client is seeking a Client Onboarding Administrator to join their team to oversee the core functions of account opening and account amendments.Duties of the Client Onboarding Administrator include: Assist in...
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Customer Onboarding Coordinator
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vor 1 Monat
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Customer Onboarding Coordinator
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Customer Onboarding Coordinator
vor 3 Wochen
Melbourne, Österreich Z Software VollzeitZ Software is a Sydney-based company that provides dispensing and point-of-sale software to over 1,300 pharmacies across Australia. We're known for our market-leading software and exceptional support team, ensuring that pharmacies can focus on delivering the highest level of care to their customers. As part of the Medem Group, we are at the forefront of...
