Private Client Onboarding & Structuring Specialist

jobs.jerseyeveningpost.com-job boards; United Kingdom, United Kingdom; On-site; GBP 30,000 - 42,000; Full time

Job summary

The role focuses on ensuring the efficient onboarding and formation of structures for new and existing clients approved at Business Acceptance Meetings, with primary emphasis on private clients.

The post holder will coordinate with Sales and Service teams to ensure timely handling of client matters, including review and preparation of documentation for new business approvals and the formation of structures for new business, with issues escalated to line management as needed.

Job description

The role focuses on ensuring the efficient onboarding and formation of structures for new and existing clients approved at Business Acceptance Meetings, with primary emphasis on private clients.

The post holder will coordinate with Sales and Service teams to ensure timely handling of client matters, including review and preparation of documentation for new business approvals and the formation of structures for new business, with issues escalated to line management as needed.