It client user experience 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
11d
Shop Assistant
St George's Crypt —Leeds
- £15,736.50 a year
- Part-time
- Customer service
- Administrative experience
- IT
- Store discount
- Employee discount
Quick apply
1h
Software Upgrade Coordinator
System C —Leeds
- Weekend availability
- Communication skills
IT Support Engineer
ITWiser LLP —Guiseley
- £26,000 - £32,000 a year
- Full-time
- Customer service
- Travel
- Mentoring
- Free parking
- Life insurance
Quick apply
9d
Salesforce Administrator
Christians Against Poverty —Bradford
- £36,470.03 a year
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- Communication skills
- Flexitime
- Employee discount
10d
Senior Service Designer
HippoDigital —London
- £57,500 - £66,000 a year
- Hybrid work
- Agile
- In-person
- Communication skills
- Employee discount
3h
Client Manager
TransUnion —Leeds
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Time management
- Employee stock purchase plan
- Annual leave
2d
VP for IT Operations & Security, North America
Talon Outdoor —York
- £135,000 - £170,000 a year
- AWS
- SharePoint
Salesforce Systems Administrator
Internova Travel Group —Halifax
- Full-time
- Remote
- Data entry
- Communication skills
- Employee assistance programme
- Employee discount
4d
External Fee Rates Administrator
Maples Group - Legal Services —Leeds
- Hybrid work
- Microsoft Word
- English
- Data entry
- Health & wellbeing programme
- Employee discount
ServiceNow Engineer
Yorkshire Building Society —Bradford
- Up to £54,000 a year
- Analysis skills
- Continuous improvement
- Communication skills
13d
Microsoft 365 Engineer
OneAdvanced —York
- Continuous improvement
- SharePoint
- Communication skills
- Employee assistance programme
- Bereavement leave
Product Manager
CGI —Leeds
- Full-time
- Product management
- Agile
- Communication skills
Quick apply
3d
Infrastructure and Cloud Services Manager
Pell Frischmann —Wakefield
- Full-time
- Hybrid work
- Communication skills
- Time management
Google Cloud Sales Representative
Netpremacy —Leeds
- £14 an hour
- Hybrid work
- Organisational skills
- Leadership
SharePoint Developer
BCN Group —Leeds
- Full-time
- Hybrid work
- Azure
- SharePoint
- Software development
- Annual leave
- Employee assistance programme
Quick apply
10d
Housing Officer (Support) - LAASLO Team
Leeds City Council —Leeds
- £28,163 - £30,060 a year
- Weekend availability
- English
- Conflict management
- Organisational skills
10d
Senior Data Engineer
HippoDigital —Leeds
- £57,500 - £72,000 a year
- Hybrid work
- Mentoring
- Agile
- In-person
- Employee discount
Senior Salesforce Administrator
Christians Against Poverty —Bradford
- From £46,113.57 a year
- Full-time
- Hybrid work
- Salesforce
- Mentoring
- Agile
- Flexitime
- Employee discount
10d
Tech Lead Data & AI
Red Badger —Leeds
- Azure
- Agile
- AI
- Life insurance
Quick apply

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Client Onboarding Specialist

Redmayne Bentley
Leeds

Apply Now

Job details

Full-time
£29,000 - £33,000 a year
11 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

it client user experience jobs in leeds, eng

Client Onboarding Specialist

Shop Assistant

Software Upgrade Coordinator

IT Support Engineer

Salesforce Administrator

Senior Service Designer

Client Manager

VP for IT Operations & Security, North America

Salesforce Systems Administrator

External Fee Rates Administrator

ServiceNow Engineer

Microsoft 365 Engineer

Product Manager

Infrastructure and Cloud Services Manager

Google Cloud Sales Representative

SharePoint Developer

Housing Officer (Support) - LAASLO Team

Senior Data Engineer

Senior Salesforce Administrator

Tech Lead Data & AI

I want to receive the latest job alerts for it client user experience in leeds, eng

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