Recruit UK is seeking an Onboarding Administrator for a 3-month fixed-term contract in Blackpool. You will onboard new clients by reviewing and setting up accounts within the CRM, ensuring regulatory and internal procedures are met.
You will input and maintain client data with high accuracy, perform quality control checks, and support internal stakeholders with onboarding queries, liaising with Front Office and Client Due Diligence teams to ensure a smooth process.
#J-18808-LjbffrFinance Onboarding Specialist | CRM & Data Integrity employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
