Client Onboarding Administrator

Meraki Talent; Northwich; Hybrid; GBP 25,000 - 38,000; Full time

Job summary

Meraki Talent are supporting a UK based firm in Northwich, recruiting for a Client Account Onboarding Executive to ensure accurate client data and onboarding details, enabling a smooth workflow. You will process new and existing business, validate instructions, and liaise with investment managers, while meeting SLA and FCA standards in a busy, hybrid environment.

Experience in financial services and strong attention to detail are essential and you will need to communicate effectively with

Qualifications

• Financial Services background with industry knowledge
• Strong attention to detail
• Excellent communication and prioritisation under pressure

Responsibilities

• Validating client instructions
• Setting up new client accounts
• Transfers of cash and assets
• Ensuring client data is processed and saved with no errors
• Liaising with investment managers
• Providing investment managers update on clients
• Working to set SLA’s and regulatory standards as set by the FCA

Skills

Attention to detail

Communication skills

Prioritisation

Job description

Meraki Talent are supporting a UK based firm, who are looking to appoint a Client Account Onboarding Executive for their offices in Northwich.

This is a very important team, within the client operations function, and ensures that client data and client onboarding details are accurate, allowing the workflow to complete error-free.

As part of this role you will be required to process new and existing business, ensuring a seamless client journey.

Key duties will include

• Validating client instructions
• Setting up new client accounts
• Transfers of cash and assets
• Ensuring client data is processed and saved with no errors
• Liaising with investment managers
• Providing investment managers update on clients
• Working to set SLA’s and regulatory standards, as set by the Financial Conduct Authority.

This is a busy and demanding setting, which requires applicants to work quickly and accurately, while meeting set SLA’s. Applicants should have come from a Financial Services background, where they can demonstrate their industry knowledge, as well as their strong attention to detail skills. It is essential applicants are able to communicate effectively with both internal and external parties, and juggle a busy workload, ensuring effective prioritisation.

This is initially a 12 month fixed term appointment, offering a hybrid approach to work.

'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