Client Onboarding Administrator

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.

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