Client OnBoarding Admininstrator

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.

In addition to a competitive salary, there is a range of flexible benefits, including hybrid working.

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Jennifer wants: Client Onboarding, Verification, Vetting, KYC

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