About the Role:
We're looking for a Client Data Onboarding Administrator to join our Wealth Management team.
This is an important role that sits at the heart of the client onboarding journey, helping to ensure that client information is accurate, secure and maintained to the highest standards. You'll play a key role in delivering a positive client experience by supporting the setup and maintenance of client accounts while ensuring robust controls and data governance are maintained across the business.
Working as part of the Client Data team, you'll collaborate with colleagues across operations, onboarding and client-facing teams to help deliver efficient processes and outstanding service.
This opportunity would suit someone who enjoys working with detail, takes pride in producing accurate work and is looking to develop a long-term career within financial services.
What You'll Be Doing:
In this role, you will:
- Accurately set up and maintain client records for Wealth Management accounts, ensuring data quality and accuracy throughout the client lifecycle.
- Review and validate client documentation to support timely and compliant account opening.
- Conduct quality assurance checks on data entered by colleagues, helping to maintain high standards and reduce operational risk.
- Act as a key point of contact for internal queries relating to client accounts and data management processes.
- Manage team inboxes and departmental telephone enquiries, responding professionally and efficiently.
- Work closely with colleagues across the business to resolve data-related issues and identify opportunities to improve processes.
- Monitor for potential data risks, control weaknesses and process inefficiencies, escalating concerns where appropriate.
- Support fraud prevention efforts by identifying and escalating unusual or potentially suspicious requests.
- Contribute to continuous improvement initiatives, helping to enhance the effectiveness and efficiency of team processes.
- Participate in system testing and change projects to ensure client data processes remain robust, accurate and fit for purpose.
What We're Looking For:
Experience & Qualifications
We're interested in hearing from candidates who can demonstrate some or all of the following:
- Experience in an administration, operations, customer service or data-focused role.
- Experience within financial services or another regulated environment would be beneficial, but is not essential.
- A strong interest in developing a career within wealth management or financial services.
- Experience working with high volumes of information and maintaining excellent levels of accuracy.
Knowledge & Skills:
You'll be successful in this role if you have:
- Exceptional attention to detail and a commitment to maintaining accurate data.
- Strong organisational skills, with the ability to manage multiple priorities and deadlines.
- Clear and professional communication skills, both written and verbal.
- A proactive approach and the confidence to take ownership of tasks and responsibilities.
- Strong problem-solving abilities and a mindset focused on continuous improvement.
- High levels of integrity and an appreciation of risk, governance and compliance responsibilities.
- A collaborative approach and the ability to build positive relationships with a variety of stakeholders.
- Good working knowledge of Microsoft Office applications, particularly Excel, Word and Outlook.
- The ability to learn new systems quickly and work confidently across multiple platforms and databases.
