Wealth Onboarding Specialist

2 weeks ago

Bristol, United Kingdom Coutts Full time

Our people work differently depending on their jobs and needs. From home working to job sharing, visit the remote and flexible working page on our website to find out more.

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

Join us as a Onboarding Specialist, Wealth
- We’re looking for someone to be responsible for full end-to-end management of new and existing client onboarding and additional parties to provide a seamless client experience
- Your responsibilities will include compiling and submitting accurate onboarding files to QA, measured through First Time Yield to improve client experiences and reduce onboarding time
- This is your opportunity to join us in a role that will open up career opportunities as you solve problems and challenges and work with some of the best talent in our industry

**What you’ll do**:
Day-to-day, you’ll be engaging with internal and external clients to improve their experiences and to make sure all stakeholders are updated on progression statuses. As the direct point of contact for our clients, you’ll make sure that all client requirements are delivered on behalf of the advisors.

We’ll expect you to prepare and attend client meetings to help with onboarding files and to enhance our clients’ experience. Not only will you maintain AML knowledge and changes to policy requirements, but you’ll manage escalations of risks found by working with the 1LOD teams.

You’ll also be responsible for:

- Making sure risks posed in any client relationships have been accurately documented, assessed, and appropriately mitigated if required
- Working with clients and professional advisors to deliver exceptional services while proactively engaging with key stakeholders across the business
- Undertaking day-to-day workflow management and communication with team leaders and wider business functions
- Supporting service level agreements and reportable first time yield appetite to progress onboarding cases inclusive of AML requirements and operational tax elements
- Building knowledge for enhanced due diligence requirements that are inclusive of high risk client onboarding that incorporate evidential requirements, exec summary and RRF papers

**The skills you’ll need**:
To be successful in this role, we’ll expect you to have experience of providing a high-level client service and a good understanding of how to absorb complex information and deliver against productivity targets.

You’ll also need:

- Exceptional communication skills that demonstrate a client-centric focus
- Great time and workflow management skills
- Knowledge of wider business propositions

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