Client Onboarding & Data Integrity Specialist

Raymond James UK; Greater London; On-site; GBP 26,000 - 34,000; Full time

Job summary

Raymond James UK is seeking a detail-oriented Client Onboarding Administrator to support end-to-end account openings within our Client Data and Operations teams. You will ensure accurate client records, maintain data quality across systems, and assist with regulatory checks from day one.

This role offers exposure to wealth management operations, risk controls and ongoing process improvements, with opportunities to develop a long-term career in financial services.

Qualifications

• Experience in administration, operations or data processing.
• Excellent attention to detail and accuracy in work.
• Strong organisational skills with ability to manage multiple priorities.
• Confident communication and stakeholder relationship building.
• Proactive approach and ownership of tasks.
• Strong problem-solving and analytical abilities.
• Proficient in Microsoft Office (Excel, Word, Outlook).
• Experience with multiple systems/databases.
• Experience in financial services, wealth management or regulated environments.
• Experience supporting onboarding or client administration processes.

Responsibilities

• Set up and maintain client records and accounts across internal systems.
• Review client documentation for completeness and regulatory alignment.
• Perform QA checks on account setup to ensure data integrity.
• Serve as a key contact for onboarding and account administration queries.
• Manage team inboxes and respond promptly and professionally.
• Coordinate with colleagues to investigate and resolve data discrepancies.
• Identify risks or process inefficiencies and escalate as needed.
• Support fraud prevention by flagging unusual activity.
• Contribute ideas to improve processes and client experience.
• Assist with system enhancements, testing and change initiatives.

Skills

Attention to detail

Organisational skills

Stakeholder communication

Proactive approach

Problem solving

Analytical skills

Tools

MS Office

Excel

Word

Outlook

Databases

Job description

Raymond James UK is seeking a detail-oriented Client Onboarding Administrator to support end-to-end account openings within our Client Data and Operations teams. You will ensure accurate client records, maintain data quality across systems, and assist with regulatory checks from day one.

This role offers exposure to wealth management operations, risk controls and ongoing process improvements, with opportunities to develop a long-term career in financial services.