Administrator – Client Onboarding (FTC)

We're committed to delivering an exceptional wealth management experience for our clients. Behind every successful client relationship is accurate, secure and well-managed data, and that's where this role comes in.

We're looking for a detail-oriented and proactive Client Onboarding Administrator to join our growing Operations team. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, takes pride in getting the details right, and wants to build a long-term career within financial services and wealth management.

As part of our Client Data team, you'll play a key role in ensuring new client accounts are established accurately and efficiently, helping to deliver a seamless onboarding experience while maintaining the highest standards of data quality, governance and regulatory compliance.

The Opportunity:

As a Client Onboarding Administrator, you'll be responsible for supporting the end-to-end account opening process, ensuring client information is accurately recorded and maintained across our systems.

Working closely with colleagues across Operations, Client Services and other business areas, you'll help ensure our clients receive an efficient and professional service from day one.

This role offers exposure to wealth management operations, regulatory processes and client onboarding, making it an excellent stepping stone for anyone looking to develop a career within financial services.

What You'll Be Doing:

• Setting up and maintaining client records and accounts accurately across internal systems.
• Reviewing client documentation to ensure it is complete, accurate and aligned with regulatory requirements.
• Performing quality assurance checks on account setup activities to maintain high standards of data integrity.
• Acting as a key contact for internal queries relating to client onboarding and account administration.
• Managing team inboxes and responding to requests in a timely and professional manner.
• Liaising with colleagues across the business to investigate and resolve data discrepancies.
• Identifying potential risks, control weaknesses or process inefficiencies and escalating where appropriate.
• Supporting fraud prevention measures by recognising and escalating unusual or suspicious activity.
• Contributing ideas to improve processes, controls and the overall client experience.
• Supporting system enhancements, testing activities and change initiatives across the team.

What We're Looking For:

• Previous experience within an administration, operations or data processing role.
• Excellent attention to detail and a commitment to delivering accurate work.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• Confident communication skills and the ability to build positive relationships with stakeholders.
• A proactive approach and willingness to take ownership of tasks.
• Strong problem-solving and analytical skills.
• Good working knowledge of Microsoft Office, including Excel, Word and Outlook.
• Experience of working with multiple systems and databases.
• Experience within financial services, wealth management, banking or another regulated environment.
• Experience supporting onboarding, account opening or client administration processes.
• Awareness of risk, compliance and data governance principles.

Why this role matters:

You'll be part of a team that plays a vital role in shaping the client experience. Your work will directly support clients, strengthen relationships, and contribute to the continuous improvement of our services.

Raymond James is an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.

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