Wealth Platform Onboarding Specialist (3-Month FTC)

Wealth Platform Onboarding Specialist (3-Month FTC)

Full-Time No working from home possible
RGH-Global Limited

Rgh-Global Limited is seeking a Client Onboarding Coordinator in Blackpool to oversee new client account reviews from receipt to activation. You will work closely with investment colleagues and due diligence teams to ensure onboarding is accurate, compliant and timely.

The role requires meticulous data handling, strong communication, and the ability to manage workload independently, with a focus on continuous process improvement within wealth management.

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Wealth Platform 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.

RGH-Global Limited

Contact Details:

RGH-Global Limited Recruitment Team