At a Glance
- Tasks: Manage new client accounts from setup to activation, ensuring accuracy and compliance.
- Company: Dynamic wealth management firm in Blackpool with a focus on client satisfaction.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Join a collaborative team and enhance your understanding of the wealth management sector.
- Why this job: Be at the forefront of client onboarding and make a real difference in their journey.
- Qualifications: Attention to detail, strong communication skills, and proficiency in Word and Excel.
This role sits at the heart of the client journey, responsible for accurately processing and activating new client accounts on the firm's wealth platform. The successful candidate will ensure every account is set up correctly, efficiently, and in line with both internal policy and regulatory expectation.
What You'll Be Doing
- Taking ownership of new client account reviews from receipt through to activation
- Acting as a go-to contact for investment colleagues with onboarding-related questions, via phone and email
- Working closely with Front Office and Client Due Diligence teams to keep onboarding moving smoothly
- Entering and maintaining client information within the firm's core system, with a strong focus on accuracy
- Carrying out second-checks (4-eye reviews) on colleagues' data entry to catch and correct errors
- Notifying relevant teams and stakeholders once accounts have been successfully opened
- Running and reviewing exception reports to spot and fix data issues before they escalate
- Getting involved in wider data quality and process improvement projects
- Digitising and filing account paperwork accurately and promptly
- Flagging ideas for improving how the onboarding function runs day to day
- Picking up other reasonable tasks as the role and business needs evolve
- Keeping your training and compliance knowledge up to date
- Continuously building your understanding of the wealth management sector
What We're Looking For
- Capability: Able to demonstrate the practical skills and knowledge needed to perform the role competently
- Systems & Process: Comfortable using Word, Excel, and Outlook day-to-day; quick to pick up and confidently use internal platforms and tools; clear understanding of relevant workflows, with a habit of escalating issues early
- Compliance Mindset: Aware of the regulatory framework relevant to the role and consistently works within it, raising any concerns without delay
- Personal Attributes: Meticulous, with a strong eye for detail and consistently accurate output; self-sufficient and comfortable managing your own workload; a clear, confident communicator across all levels
Client Onboarding Coordinator employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
