Client Onboarding Coordinator (3 month FTC)

RGH-Global Ltd; Lancashire; On-site; GBP 25,000 - 27,500; Full time

Job summary

RGH-Global Ltd in Blackpool is seeking a Client Onboarding Coordinator on a 3-month FTC to ensure new client accounts are set up accurately and in line with policy and regulatory expectations. You will own onboarding reviews, liaise with investment colleagues, and work with Front Office and Due Diligence teams to keep processes smooth, while maintaining data quality.

This role requires meticulous attention to detail, comfort with Word/Excel/Outlook, and a proactive, compliant mindset in a

Qualifications

• Comfortable using Word, Excel, and Outlook day-to-day.
• Confidently using internal platforms and tools.
• Clear understanding of relevant workflows; escalating issues early.
• Aware of regulatory framework and works within it.

Responsibilities

• Taking ownership of new client account reviews from receipt through activation.
• Acting as a go-to contact for onboarding questions via phone and email.
• Working with Front Office and Client Due Diligence teams to keep onboarding moving.
• Entering and maintaining client information with a strong focus on accuracy.
• Carrying out 4-eye reviews on colleagues' data entry to catch errors.
• Notifying teams when accounts have been opened.
• Running and reviewing exception reports to spot and fix data issues.
• Getting involved in data quality and process improvement projects.
• Digitising and filing account paperwork accurately and promptly.
• Suggesting ideas to improve onboarding day-to-day operations.
• Picking up other reasonable tasks as needed.

Skills

Attention to detail

Communication

Self-management

Tools

Word

Excel

Outlook

Job description

Client Onboarding Coordinator (3 month FTC)

Location:Blackpool

Salary:£25,000-£27,500 DOE

Purpose of the Role

This role sits at the heart of the client journey, responsible for accurately processing and activating new client accounts on the firm's wealth platform. The successful candidate will ensure every account is set up correctly, efficiently, and in line with both internal policy and regulatory expectation.

What You'll Be Doing

• Taking ownership of new client account reviews from receipt through to activation
• Acting as a go-to contact for investment colleagues with onboarding-related questions, via phone and email
• Working closely with Front Office and Client Due Diligence teams to keep onboarding moving smoothly
• Entering and maintaining client information within the firm's core system, with a strong focus on accuracy
• Carrying out second-checks (4-eye reviews) on colleagues' data entry to catch and correct errors
• Notifying relevant teams and stakeholders once accounts have been successfully opened
• Running and reviewing exception reports to spot and fix data issues before they escape
• Getting involved in wider data quality and process improvement projects
• Digitising and filing account paperwork accurately and promptly
• Flagging ideas for improving how the onboarding function runs day to day
• Picking up other reasonable tasks as the role and business needs evolve
• Keeping your training and compliance knowledge up to date
• Continuously building your understanding of the wealth management sector

What We're Looking For

Capability

• Able to demonstrate the practical skills and knowledge needed to perform the role competently

Systems & Process

• Comfortable using Word, Excel, and Outlook day-to-day
• Quick to pick up and confidently use internal platforms and tools
• Clear understanding of relevant workflows, with a habit of escalating issues early

Compliance Mindset

• Aware of the regulatory framework relevant to the role and consistently works within it, raising any concerns without delay

Personal Attributes

• Meticulous, with a strong eye for detail and consistently accurate output
• Self-sufficient and comfortable managing your own workload
• A clear, confident communicator across all levels