At a Glance
- Tasks: Ensure smooth onboarding of clients and set up new accounts on the wealth platform.
- Company: RGH-Global Limited, a dynamic firm in Blackpool.
- Benefits: Gain valuable experience in client relations and financial services.
- Other info: 3-month fixed-term contract with potential for future opportunities.
- Why this job: Be at the forefront of client journeys and enhance onboarding processes.
- Qualifications: Attention to detail and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
RGH-Global Limited in Blackpool is seeking a Client Onboarding Coordinator for a 3-month fixed-term contract. You will be at the heart of the client journey, ensuring new accounts are accurately set up on the wealth platform and aligned with internal policy and regulatory expectations.
You will own reviews from receipt to activation, liaise with investment colleagues, work with Due Diligence, perform 4-eyes checks, and help improve data quality and onboarding processes.
Wealth Client Onboarding Specialist (3-Month FTC) 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.
