Onboarding Advisor

2 days ago

Edinburgh, Edinburgh, United Kingdom NatWest Boxed Full time

We're building something better

This role is in NatWest Boxed

At NatWest Boxed, we're a high performing team that's always on the lookout for exceptional people. We encourage an inclusive and diverse working environment, where teamwork, input and collaboration is valued no matter your level.

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Job Description
Join us as an Onboarding Advisor

  • This key role will see you managing the end-to-end onboarding process for new and existing clients
  • You'll be liaising with clients and customers to gather the right information needed to provide a seamless onboarding experience for various products
  • This is an opportunity to become a subject matter expert and develop your career with professional qualifications which we'll support you with

What You'll Do
As an Onboarding Advisor, you will play a critical role in ensuring the integrity and compliance of new customer relationships by verifying identity and performing thorough due diligence checks. In this role you'll be working on a range of CDD operational tasks. You may support either Mettle, our business banking proposition, or Boxed, our banking-as-a-service (BaaS) proposition, or both.

Day-to-day, you'll be:

  • Ensuring that you follow all regulatory and NatWest Bank and NatWest Boxed standards, policies and operational procedures
  • Maintaining accurate record keeping and manage your workflow across various workstreams across CDD
  • Owning your self-development and ensure you actively participate in training and accreditation
  • Communicating clearly and with empathy both internally within the organisation and externally with customers, clients and stakeholders

The Skills You'll Need
We're looking for someone with experience of working in a bank or financial services role.

Additionally, you'll demonstrate:

  • Experience of providing a high level of client service
  • An understanding of onboarding and KYC processes
  • The ability to carefully review and verify documents, to ensure all information is accurate and complete.
  • Strong verbal and written communication skills
  • Familiarity with software and tools to efficiently process and maintain client records in a CDD environment.

  • Onboarding Advisor

    2 days ago

    Edinburgh, Edinburgh, United Kingdom RBS Full time

    Join us as an Onboarding Advisor This key role will see you managing the end-to-end onboarding process for new and existing clientsYou'll be liaising with clients and customers to gather the right information needed to provide a seamless onboarding experience for various productsThis is an opportunity to become a subject matter expert and develop your...

  • Customer Success Advisor

    1 day ago

    Edinburgh, Edinburgh, United Kingdom Travelnest Full time

    Customer Success AdvisorLocation:Edinburgh (Hybrid)Salary:£26,000–£30,000 per annum (depending on experience)About UsAt Travelnest, we're building technology that helps holiday let owners market and manage their properties more easily. Our platform allows hosts to set up, optimise, and oversee all their marketing in one place.Our mission is to become the...

  • Customer Success Advisor

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Travelnest Full time £30,000 - £50,000 per year

    1. About UsTravelnest is a vacation rental technology business. We have created a platform that enables holiday let owners to set up, manage and optimise all of their marketing from one place. We aim to become the world's most host-centric company, empowering hosts to realise their ambitions by unlocking the potential of accommodation, everywhere.By joining...

  • Safety Advisor

    4 days ago

    Edinburgh, Edinburgh, United Kingdom Royal BAM Group Full time £40,000 - £60,000 per year

    Building a sustainable tomorrowBAM Infrastructure requires experienced Project Safety Advisors to join our safety team supporting the delivery of projects within our energy sector across Scotland.This is an exciting opportunity to be part of a team delivering critical infrastructure that will enable future renewable energy developments across the...

  • Senior People Advisor

    1 day ago

    Edinburgh, Edinburgh, United Kingdom RoslinCT Full time

    Senior People AdvisorLocation: Edinburgh BioQuarter/Shawfair, Dalkeith (Hybrid)Who are we?We are RoslinCT, a world-leading cell and gene therapy contract development and manufacturing organisation creating cutting-edge therapies that change people's lives.Collaborative, dedicated and talented people are the backbone of our culture, working both autonomously...

  • Emerging Talent Advisor

    1 week ago

    Edinburgh, Edinburgh, United Kingdom GRAHAM Group Full time £40,000 - £70,000 per year

    About The RoleEmerging Talent AdvisorLocation:Glasgow or Edinburgh with travel throughout ScotlandDivision:BuildingContract Type:PermanentReporting To:Head of Learning and DevelopmentBenefits: Car Allowance; Subsidised Private Medical Cover; Life Assurance Scheme; Contributory Pension, 35 Days annual leave (Including Public Holidays)GRAHAM is committed to...

  • Environmental Sustainability Advisor

    1 day ago

    Edinburgh, Edinburgh, United Kingdom BAM UK & Ireland Full time

    Building a sustainable tomorrowBAM Infrastructure are looking to recruit Project Environmental Sustainability Advisors to join our Environmental Sustainability team supporting the delivery of projects within our energy sector across Scotland.This is an exciting opportunity to be part of a team delivering large civil engineering projects which will provide...

  • Senior People Advisor

    1 day ago

    Edinburgh, Edinburgh, United Kingdom RoslinCT Full time

    Location:Edinburgh BioQuarter/Shawfair, Dalkeith (Hybrid)Who are we?We are RoslinCT, a world-leading cell and gene therapy contract development and manufacturing organisation creating cutting-edge therapies that change people's lives.Collaborative, dedicated and talented people are the backbone of our culture, working both autonomously and in driven teams to...

  • Project SHEQ Advisor

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom M Group Services Plant & Fleet Solutions Full time £35,000 - £60,000 per year

    Right across infrastructure, there's a requirement to not only maintain, but also renew and reimagine. Whatever stage you're at in your career, with us you'll have an opportunity to grow and develop. Delivering essential infrastructure services for life, while being safety first, and client and customer centric in a friendly, fun and respectful environment...

  • HR Advisor

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Children's Hospices Across Scotland (CHAS) Full time £25,000 - £40,000 per year

    Join CHAS as a Temporary HR Adviser and become a pivotal part of a passionate and supportive team.This is a hands-on role where you'll be involved in all aspects of the people experience — from employee relations and wellbeing to recruitment, development, and organisational change. You'll work closely with colleagues across CHAS, gaining valuable...