Client onboarding manager Work, Jobs in Leeds, Eng (with Salaries)

Client Onboarding Specialist
Redmayne Bentley —Leeds
- £29,000 - £33,000 a year
- Full-time
- Organisational skills
- Financial services
- Time management
6d
Vetting & Onboarding Manager
FDM Group —Leeds
- Continuous improvement
- Team management
- Communication skills
5d
Talent Aquisition Specialist
IMA —Leeds
- Hybrid work
- Microsoft Office
- Continuous improvement
- Communication skills
Quick apply
Digital Portfolio Analyst
HM Revenue and Customs —Leeds
- £31,096 - £33,270 a year
- Part-time
- Hybrid work
- Microsoft Outlook
- Presentation skills
- Travel
- Work from home
5d
Senior People Advisor
IMA —Leeds
- Hybrid work
- Microsoft Office
- Recruiting
- Training & development
Quick apply
Office Coordinator
Mazars —Leeds
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
Community Manager
Wizu Workspace —Bradford
- £30,000 - £32,000 a year
- Full-time
- Research
- Continuous improvement
- Recruiting
- Employee discount
- Referral programme
Quick apply
13d
Business Development Manager
Acturis —Leeds
- Full-time
- Remote
- CRM software
- Business development
- Bachelor's degree
Quick apply
8h
Recruitment & HR Administrator
TPT Retirement Solutions —Leeds
- Microsoft Office
- Human resources
- Recruiting
7d
Logistics Director
Polos Mail Ltd —Bradford
- £72,000 - £89,000 a year
- Full-time
- Budgeting
- In-person
- Leadership
Quick apply
1d
Store Manager Leeds
Michael Kors —Leeds
- £45,000 - £65,000 a year
- Full-time
- English
- Human resources
- Recruiting
- Employee discount
7d
HR & Recruitment Coordinator
Rhodar Industrial Services Ltd —Leeds
- £30,000 - £34,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Human resources
- Free parking
- Annual leave
Quick apply
5d
Assistant Manager – Operations (Private Office ...
Isio Group —Leeds
- Continuous improvement
6d
Senior Implementation Manager
TPT Retirement Solutions —Leeds
Partnerships Manager
Ello Group —Huddersfield
- £35,000 - £43,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Hospitality
- Free parking
- Health & wellbeing programme
Quick apply
13d
AML Senior Analyst
RMT Accountants & Business Advisors —Leeds
- Remote
- Writing skills
- Analysis skills
- Communication skills
1d
Business Administrator
Evolve Psychology Services —Harrogate
- £25,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Annual leave
Quick apply
5d
Procurement Manager
Redmayne Bentley —Leeds
- £55,000 a year
- Full-time
- Organisational skills
Administrator (Streetworks)
M Group —Leeds
- £27,550 - £28,500 a year
- Weekend availability
- Customer service
- Time management
- Annual leave
- Employee assistance programme
Account Manager
Havas Group —Leeds
- Full-time
- Management
- English
- Analysis skills
- Employee discount

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client onboarding manager jobs near leeds, eng

Client Onboarding Specialist

Redmayne Bentley
Leeds

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Job details

Full-time
£29,000 - £33,000 a year
6 days ago

Qualifications

Report writing
Internal department liaison
Organisational skills
Financial services
Multidisciplinary collaboration
Client onboarding compliance checks
Time management

Full job description

This role within our Operations Teams offers a chance to be directly involved in helping us deliver our award-winning client-centred service.

Simply put, whenever a new or existing client asks for new accounts or portfolios to be set up, the Client Onboarding team is responsible for ensuring these are done in an accurate and timely manner.

This will involve checking records on multiple bespoke systems as well as preparing and delivering portfolio and client documentation.

This is not a client-facing role. Your main contact will be with other department colleagues.

Further specific details about the role can be found in the job description attached to this advert.

What we’re looking for

Previous extensive experience of the end-to-end Onboarding of clients and accounts, ideally within financial services or another regulated industry.
In depth know-how of AML/KYC policies impact the onboarding journey.
Experience in working in a multi discipline environment.
Decision making in regards to acceptance or rejection of new onboarding requests in line with organisational and regulatory requirements
To manage and own complex case reviews and coordination of feedback to mid/senior stakeholders
Compose outcome reporting
Be recognised as subject matter expert within field of onboarding & associated workflows such as AML, regulator requirements
Be called upon as subject matter expert to consult as required/on demand
Excellent attention to detail.
Ability to organise, plan, coordinate, communicate and escalate tasks.
Excellent time management and organisational skills.
Proactive and thorough approach to dealing with workload.
Self-starter who is comfortable working without supervision and as part of a team.
Willingness to learn new processes and systems.
Confident user of IT systems, particularly Microsoft Excel.

We would particularly welcome applications from candidates who are interested in, or are already completing the CISI Level 3 Investment Operations Certificate.

What does the future look like?

Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex processing and tasks.

Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.

Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates. This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.

We are proud of the culture we have created and of our approach, which promotes open and effective communication, with lots of scope for collaborative working. You will often find managers and directors working at the desk alongside you.

We encourage everyone to get involved, so you will have lots of opportunities to put forward your own ideas, and build on your skills, knowledge, and experience.

As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.

Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.

Our future looks more exciting than ever, come and share it with us.

Apply Now

Refine Your Search

client onboarding manager jobs in leeds, eng

Client Onboarding Specialist

Vetting & Onboarding Manager

Talent Aquisition Specialist

Digital Portfolio Analyst

Senior People Advisor

Office Coordinator

Community Manager

Business Development Manager

Recruitment & HR Administrator

Logistics Director

Store Manager Leeds

HR & Recruitment Coordinator

Assistant Manager – Operations (Private Office ...

Senior Implementation Manager

Partnerships Manager

AML Senior Analyst

Business Administrator

Procurement Manager

Administrator (Streetworks)

Account Manager

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