Quilter plc's Quilter Cheviot operations team in London seeks an organised Accounts & Client Onboarding Assistant. You will open and amend client accounts across GIA, ISA, SIPP and trusts, review paperwork, perform AML checks, and maintain accurate client records in the CRM.
You will work with Investment Managers and Front Office teams in a hybrid London setting. The role suits someone with 2–3 years in financial services, comfortable with Word/Excel, and with CRM experience (WDX or Figaro).
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