Client Onboarding Administrator

Meraki Talent Limited

Posted 15 days ago, valid for 23 days

Glasgow, City of Glasgow G62 6EP, Scotland

£20,000 - £25,000 per annum

Full Time

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Meraki Talent are supporting a well respected Investment Management firm who are looking to appoint a Client Onboarding Administrator to join their new offices in Glasgow. Working as part of established team you will provide end to end administration for new clients onboarding, ensuring a first class customer service throughout. Key duties will include;

Onboarding new clients
Ensuring client documentation is verified and meets regulatory standards
Carrying out client Anti Money Laundering ( AML) checks
Opening new client accounts
Being the first point of contact for client queries, and answering within a timely manner
Liaising with internal departments, as well as Investment Managers and IFA’s
Ensuring client documentation is processed accurately on in house systems

This is a varied and busy role which will require applicants to manage multiple workstreams, ensuring the highest level of client services, while meeting deadlines. Applicants should have come from a Financial Services background, ideally from a client onboarding function where they have gained similar experience and have a working knowledge of regulatory requirements. This is a permanent role, offering an immediate start. In addition to a competitive salary, there is a range of flexible benefits, including hybrid working. Apply NowIs this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Client Onboarding, Verification, Vetting, KYC '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’

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