At a Glance
- Tasks: Manage client onboarding and ensure data integrity across various platforms.
- Company: Join a leading Wealth & Investment Management firm with a focus on client satisfaction.
- Benefits: Gain valuable experience in a dynamic environment with potential for career growth.
- Other info: 12-month fixed-term contract with opportunities to learn and develop your skills.
- Why this job: Be part of a crucial team that shapes client experiences and ensures compliance.
- Qualifications: Experience in client onboarding and knowledge of AML/KYC regulations preferred.
The predicted salary is between 29700 - 36300 £ per year.
W1M Wealth & Investment Management is seeking an experienced Client Onboarding Specialist to join our Client Life-Cycle team on a 12-month fixed-term contract. You will oversee end-to-end onboarding for Private Clients, Trusts, Companies, SIPPs and Charities, ensuring timely progress in line with policy and regulation.
In this role you will maintain client data across core systems, perform AML/KYC reviews, and work closely with Front Office, Operations, Compliance and Technology to deliver results.
Hybrid Client Onboarding & Data Integrity Specialist employer: W1M Wealth & Investment Management
At W1M Wealth & Investment Management, we pride ourselves on fostering a collaborative and dynamic work culture that empowers our employees to thrive. As an Associate Portfolio Manager, you will not only gain hands-on experience in portfolio management but also have access to continuous professional development opportunities, ensuring your growth in the wealth management sector. Located in a vibrant area, our firm offers a supportive environment where your contributions are valued, making it an excellent place for those seeking meaningful and rewarding employment.
Contact Details:
W1M Wealth & Investment Management Recruitment Team
