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 excellent employer for aspiring financial planners, offering a supportive work culture in Blackpool that prioritises employee growth and development. With hybrid working options post-probation, comprehensive study support for the Level 4 Diploma in Regulated Financial Planning, and mentorship from experienced professionals, you will find a rewarding environment that fosters collaboration and career advancement.
