Client Onboarding Administrator
3 weeks ago
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
4 weeks 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...
-
Administrator - Client Onboarding ›
2 months ago
London, United Kingdom Aztec Full timeReports 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...
-
Administrator - Client Onboarding ›
3 days ago
London, United Kingdom Aztec Full timeReports 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
1 month ago
London, United Kingdom Love Success Plc Full time**Client Onboarding Administrator**: - Job Reference: CL/COA - Date Posted: 1 February 2024 - Recruiter: Love Success plc - Location: London - Salary: £15.90 to £17.95 Per Hour - Sector: Administrator/ Office Assistant/ Data Entry - Job Type: Temporary - Duration: 3-6 months - Work Hours: Full Time Client Onboarding Administrator 3 - 6...
-
Client Onboarding Administrator
1 month ago
London, United Kingdom Love Success Plc Full time**Client Onboarding Administrator**: - Job Reference: CL/COA - Date Posted: 4 March 2024 - Recruiter: Love Success plc - Location: London - Salary: £15.90 to £17.95 Per Hour - Sector: Administrator/ Office Assistant/ Data Entry - Job Type: Temporary - Duration: 3-6 months - Work Hours: Full Time Client Onboarding Administrator 3 - 6 months Hybrid Join...
-
Senior Administrator, Client Onboarding
2 weeks ago
London, United Kingdom JM Finn Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Senior Administrator, Client Onboarding Department: Operations Employment Type: Full Time Location: London Description Ensuring effective delivery of JM Finn's On-boarding obligations through monitoring of daily workflows within the team Key...
-
Senior Administrator, Client Onboarding
3 days ago
London, United Kingdom JM Finn Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Senior Administrator, Client Onboarding Department: Operations Employment Type: Full Time Location: London Description Ensuring effective delivery of JM Finn's On-boarding obligations through monitoring of daily workflows within the team Key...
-
Client Onboarding Associate
7 days ago
London, United Kingdom Kite Group Full timeClient Onboarding Associate - Investment Management Reference ID : 8252Budget : £30,000 to £35,000 Our client, a financial firm are looking to hire a Client Onboarding associate to join their team of 4. They are looking for candidates with at around 2-5 years of experience of Client Onboarding in a financial services company. Permanent – Hybrid...
-
Client Onboarding Associate
2 weeks ago
London, United Kingdom Kite Group Full timeClient Onboarding Associate - Investment Management Reference ID : 8252Budget : £30,000 to £35,000 Our client, a financial firm are looking to hire a Client Onboarding associate to join their team of 4. They are looking for candidates with at around 2-5 years of experience of Client Onboarding in a financial services company. Permanent – Hybrid...
-
Client Onboarding Associate
2 months ago
London, United Kingdom Kite Group Full timeClient Onboarding Associate - Investment Management Reference ID : 8252Budget : £30,000 to £35,000 Our client, a financial firm are looking to hire a Client Onboarding associate to join their team of 4. They are looking for candidates with at around 2-5 years of experience of Client Onboarding in a financial services company. Permanent – Hybrid...
-
Client Onboarding Expert
1 month ago
London, United Kingdom Vantage Point Full timeVantage Point is a leading consultancy in the Financial Services industry, specialising in areas such as client onboarding, process engineering, data operations, regulatory compliance, and risk management. We are currently seeking an experienced, highly skilled End-to-End Client Onboarding Expert to join our team. As an End-to-End Client Onboarding Expert at...
-
Client Onboarding Manager
3 weeks ago
London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. The role is very diverse covering the end to end onboarding process from coordinating the contract negotiations, investment...
-
Client Onboarding Manager
4 weeks ago
London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. The role is very diverse covering the end to end onboarding process from coordinating the contract negotiations, investment...
-
Client Onboarding Manager
3 weeks ago
London, United Kingdom Mayford James Full timeJob DescriptionUS Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates.The role is very diverse covering the end to end onboarding process from coordinating the contract...
-
Client Onboarding Manager
2 weeks ago
London, United Kingdom Mayford James Full timeJob Description US Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. The role is very diverse covering the end to end onboarding process from coordinating the contract...
-
Client Onboarding Expert
1 month ago
London, United Kingdom Vantage Point Full timeVantage Point is a leading consultancy in the Financial Services industry, specialising in areas such as client onboarding, process engineering, data operations, regulatory compliance, and risk management. We are currently seeking an experienced, highly skilled End-to-End Client Onboarding Expert to join our team.As an End-to-End Client Onboarding Expert at...
-
Resourcing and Onboarding Administrator
2 weeks ago
London, United Kingdom Caretech Full timeResourcing and Onboarding Administrator (Hybrid) 3 days office 2 days WFH Are you committed to ensuring that every child and family receives the highest level of care and support possible? Do you possess the skills to create seamless onboarding experiences for new employees? If so, we have an exciting opportunity for you to make a significant impact! About...
-
Client Onboarding Manager
6 days ago
London, UK, United Kingdom Mayford James Full timeThe role is very diverse covering the end to end onboarding process. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring these are understood by key stakeholder and ensure the process is managed through a disciplined approach. Liaising with both the client, their...
-
Client Onboarding Manager
4 weeks ago
London, United Kingdom Mayford James Full timeThe role is very diverse covering the end to end onboarding process. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring these are understood by key stakeholder and ensure the process is managed through a disciplined approach. Liaising with both the client,...
-
Client Onboarding Specialist
2 weeks ago
London, United Kingdom Goodman Masson Full timeWe currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for:Responsible for front to back Onboarding of new and existing clientsClient case management, including updates and query...