Client Onboarding Specialist in Leeds

This role within our Operations Teams offers a chance to be directly involved in helping us deliver our award-winning client-centred service. Simply put, whenever a new or existing client asks for new accounts or portfolios to be set up, the Client Onboarding team is responsible for ensuring these are done in an accurate and timely manner. This will involve checking records on multiple bespoke systems as well as preparing and delivering portfolio and client documentation. This is not a client-facing role. Your main contact will be with other department colleagues.

What we’re looking for:

• Previous extensive experience of the end-to-end Onboarding of clients and accounts, ideally within financial services or another regulated industry.
• In depth know-how of AML/KYC policies impact the onboarding journey.
• Experience in working in a multi-discipline environment.
• Decision making in regards to acceptance or rejection of new onboarding requests in line with organisational and regulatory requirements.
• To manage and own complex case reviews and coordination of feedback to mid/senior stakeholders.
• Compose outcome reporting.
• Be recognised as subject matter expert within field of onboarding & associated workflows such as AML, regulator requirements.
• Be called upon as subject matter expert to consult as required/on demand.
• Excellent attention to detail.
• Ability to organise, plan, coordinate, communicate and escalate tasks.
• Excellent time management and organisational skills.
• Proactive and thorough approach to dealing with workload.
• Self-starter who is comfortable working without supervision and as part of a team.
• Willingness to learn new processes and systems.
• Confident user of IT systems, particularly Microsoft Excel.

We would particularly welcome applications from candidates who are interested in, or are already completing the CISI Level 3 Investment Operations Certificate.

What does the future look like?

Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex processing and tasks. Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do. Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates. This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.

Who we are:

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth. It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities. As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework. Our future looks more exciting than ever, come and share it with us.

Our Values:

• Excellence
• Respect
• Responsibility
• Teamwork
• Integrity

Our Benefits:

• Pension Scheme
• Private Medical Insurance
• Employee Assistance Programme
• Travel Loans and Cycle to Work
• Reward and Recognition Schemes
• Hybrid Working
• Group Life Assurance
• Generous Family Leave Entitlements

Are you interested in this role?

Yes? That’s great! Find out more about our application process below and what to expect after applying. Applying is easy! All you need to do is enter your email address and click the ‘Apply Now’ button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV. We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime, find out more about us and our teams using the headers at the top or following us on social media. If you are successful in being shortlisted, we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.