Client Onboarding Administrator

4 months ago

London, United Kingdom Meraki Full time

Meraki Talent are delighted to be engaged with a leading Financial Services company based in London with the appointment of a Client Onboarding Administrator.

The Company

Our client are a personalised wealth and investment management firm that have just entered a period of unprecedented growth and they are going to be going through some exciting changes in the next 2 years as their finance team continues to develop. This role offers ample opportunity for both vertical and lateral movement within the firm.
- Take ownership of writing the About Your Investment Mandates within the priorities and pace required. You will be required to receive the client documentation to write the AYIM draft for the IM, identify gaps and report them to the IMs.
- Effectively managing multiple workstreams and prioritising different tasks according to the team’s needs.
- Maintain a high standard of checks in central processes such as Temporary Exception and Non-responding Client requests.
- Update all required reporting systems with the appropriate information.
- Support Investment Management teams to implement a strong suitability quality culture, offer help where appropriate and improve AYIM current standards.
- Collaborate with the Suitability Manager to address identified gaps in the process.

Experience Required
- Knowledge of Excel / Office suites
- High standard writing skills.
- Ability to understand and articulate issues and concepts in simple language.
- Able to manage relationships and collaborate.
- Ability to take responsibility for their own activities.
- Ability to manage deadlines and change priorities quickly.
- Experience in Financial services preferred.
- Understanding the regulatory environment we are working in.

  • Administrator - Client Onboarding

    3 months ago

    London, United Kingdom Aztec Group Full time

    **Reports to Operations Manager - Client Onboarding** With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence. The individual will be responsible...

  • Client Onboarding Administrator

    4 months ago

    London, United Kingdom Montresor Legal Full time

    Our client, a city based law firm, are seeking a Client Onboarding Administrator to join their Risk and Compliance team on a permanent basis. The main responsibility for this role is to assist the team on all aspects of the firm’s AML Client identification and set-up processes. The main duties for this role include conducting conflict checks, drafting...

  • Client Onboarding and Support Specialist Fix Linux

    3 months ago

    London, United Kingdom Client Server Full time

    Client Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Analyst to join our team at JJ SEARCH LIMITED. As a key member of our client onboarding team, you will be responsible for assisting Client Relationship Officers with client-related administration for client migration and account opening.The ideal candidate will have previous experience of...

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Analyst to join our team at JJ SEARCH LIMITED. As a key member of our client onboarding team, you will be responsible for assisting Client Relationship Officers with client-related administration for client migration and account opening.The ideal candidate will have previous experience of...

  • Client Onboarding Specialist

    1 day ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job Title: Client Onboarding AnalystAt JJ SEARCH LIMITED, we are seeking a highly skilled Client Onboarding Analyst to join our team.Job Summary:The Client Onboarding Analyst will be responsible for assisting Client Relationship Officers with client-related administration for client migration and account opening. This includes migrating a portfolio of...

  • Client Onboarding Specialist

    1 day ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job Title: Client Onboarding AnalystAt JJ SEARCH LIMITED, we are seeking a highly skilled Client Onboarding Analyst to join our team.Job Summary:The Client Onboarding Analyst will be responsible for assisting Client Relationship Officers with client-related administration for client migration and account opening. This includes migrating a portfolio of...

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job OverviewWe are seeking a highly skilled Client Onboarding Analyst to join our team at JJ SEARCH LIMITED.The ideal candidate will have a strong background in client onboarding and administration, with experience in opening accounts for high net worth and institutional clients.The successful candidate will be responsible for assisting Client Relationship...

  • Client Onboarding Specialist

    5 days ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job OverviewWe are seeking a highly skilled Client Onboarding Analyst to join our team at JJ SEARCH LIMITED.The ideal candidate will have a strong background in client onboarding and administration, with experience in opening accounts for high net worth and institutional clients.The successful candidate will be responsible for assisting Client Relationship...

  • Client Onboarding Specialist

    2 weeks ago

    London, Greater London, United Kingdom Talan Full time

    About TalanTalan is a leading consulting firm with a presence on four continents and a headcount of 5000 consultants. Our ambition is to reach a billion turnover by the end of 2025.Our ExpertiseWe have been advising companies and administrations for over 20 years, supporting them and implementing their transformation projects in the UK and abroad.Job...

  • Client Onboarding Specialist

    2 weeks ago

    London, Greater London, United Kingdom Talan Full time

    About TalanTalan is a leading consulting firm with a presence on four continents and a headcount of 5000 consultants. Our ambition is to reach a billion turnover by the end of 2025.Our ExpertiseWe have been advising companies and administrations for over 20 years, supporting them and implementing their transformation projects in the UK and abroad.Job...

  • Onboarding Administrator

    1 month ago

    London, United Kingdom Harris Hill Full time

    Role: Onboarding AdministratorDuration: Temp to permSalary: £20,000 to £25,295Hours: 35 per weekLocation: Remote (requirement to attend an onsite monthly meeting in London or Birmingham)We are working with a wonderful mental health charity to recruit an experienced Onboarding Administrator to join their busy Resourcing and Onboarding function.  About the...

  • Onboarding Administrator

    1 month ago

    London, United Kingdom Harris Hill Full time

    Role: Onboarding AdministratorDuration: Temp to permSalary: £20,000 to £25,295Hours: 35 per weekLocation: Remote (requirement to attend an onsite monthly meeting in London or Birmingham)We are working with a wonderful mental health charity to recruit an experienced Onboarding Administrator to join their busy Resourcing and Onboarding function.  About the...

  • Onboarding Administrator

    3 weeks ago

    London, United Kingdom HARRIS HILL Full time

    Role: Onboarding AdministratorDuration: Temp to permSalary: £20,000 to £25,295Hours: 35 per weekLocation: Remote (requirement to attend an onsite monthly meeting in London or Birmingham)We are working with a wonderful mental health charity to recruit an experienced Onboarding Administrator to join their busy Resourcing and Onboarding function.  About the...

  • Client Onboarding Analyst

    2 months ago

    London, United Kingdom Talan Full time

    Company Description For more than 20 years, Talan has been advising companies and administrations, supporting them and implementing their transformation projects in the UK and abroad. With a presence on four continents and a headcount of 5000 consultants, our ambition is to reach the billion turnover by the end of 2025. In the UK, Talan count 500...

  • Client Onboarding Specialist

    2 days ago

    London, Greater London, United Kingdom Talan Full time

    About TalanTalan is a global consulting firm with a presence on four continents and a headcount of 5000 consultants. With over 20 years of experience, we have been advising companies and administrations, supporting them and implementing their transformation projects.Our UK PresenceWe have a strong presence in the UK, with 500 employees across several sites,...

  • Client Onboarding Specialist

    2 days ago

    London, Greater London, United Kingdom Talan Full time

    About TalanTalan is a global consulting firm with a presence on four continents and a headcount of 5000 consultants. With over 20 years of experience, we have been advising companies and administrations, supporting them and implementing their transformation projects.Our UK PresenceWe have a strong presence in the UK, with 500 employees across several sites,...

  • Client Onboarding Specialist

    3 months ago

    London, United Kingdom Columbia Threadneedle Investments Full time

    In this role you will manage and coordinate the onboarding, offboarding, client custodian/administrator changes and major mandate re-organisations for EMEA & APAC Institutional clients supported by Client Change and Client Services Operations. Working with teams at the client, internally and at external service providers ensuring the accurate execution of...

  • Client Onboarding Specialist

    4 months ago

    London, United Kingdom Columbia Threadneedle Investments Full time

    In this role you will manage and coordinate the onboarding, offboarding, client custodian/administrator changes and major mandate re-organisations for EMEA & APAC Institutional clients supported by Client Change and Client Services Ops. Working with teams at the client, internally and at external service providers ensuring the accurate execution of such...

  • Client Onboarding Specialist

    1 month ago

    London, Greater London, United Kingdom Northreach Full time

    About the CompanyWe have collaborated with a distinguished consultancy firm that excels in delivering expert financial and regulatory insights to a wide array of clients. Renowned for crafting customized solutions that simplify intricate challenges, they provide services that encompass compliance, risk management, and strategic advisory. With a footprint in...