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Onboarding Support Professional
2 months ago
Taylor James Resourcing is seeking a highly motivated Onboarding Support Professional to join our team. In this role, you will provide exceptional client service and support to our Private Client team.
Main Responsibilities:- Client Communication: Develop strong relationships with clients and their representatives, discussing requirements and arranging account openings.
- Account Management: Oversee the maintenance of existing client accounts, ensuring accurate records and timely completion of tasks.
- Team Collaboration: Work closely with Investment Managers to ensure seamless delivery of services.
- Proven experience in client onboarding or a related field.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
The successful candidate will have a strong understanding of asset management principles and the ability to learn new concepts quickly. Estimated salary: £50,000 - £70,000 per annum.
