Account coordinator Work, Jobs in Blackpool, Lan (with Salaries)

Client Onboarding Coordinator (3 month FTC)
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- Microsoft Word
- Data entry
12d
Front of House and Administration Coordinator
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- CRM software
- Microsoft Outlook
- Administrative experience
12d
HR & Payroll Coordinator (FTC)
Sika —Preston
- Full-time
- Hybrid work
- Analysis skills
- Human resources
- Annual leave
- Employee discount
Quick apply
Service Co-Ordinator
Winncare —Blackburn
- Full-time
- Microsoft Word
- ERP systems
Quick apply
6d

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Front of House and Administration Coordinator
RGH‑Global Limited —Blackpool
Manage incoming telephone calls, emails and general enquiries efficiently and professionally. Provide a professional and welcoming reception service for…
£25,000 - £27,500 a year
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Events Coordinator
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account coordinator jobs near blackpool, lan

Client Onboarding Coordinator (3 month FTC)

RGH‑Global Limited
Blackpool

Apply Now

Job details

Fixed term contract
£25,000 - £27,500 a year
12 days ago

Qualifications

Microsoft Word
Data quality analysis
Filing
Process improvement
Data entry
Client onboarding compliance checks

Full job description

Client Onboarding Coordinator (3 month FTC)

Location: Blackpool

Salary: £25,000-£27,500 DOE

Purpose of the Role

This role sits at the heart of the client journey, responsible for accurately processing and activating new client accounts on the firm’s wealth platform. The successful candidate will ensure every account is set up correctly, efficiently, and in line with both internal policy and regulatory expectation.

What You’ll Be Doing

Taking ownership of new client account reviews from receipt through to activation
Acting as a go-to contact for investment colleagues with onboarding-related questions, via phone and email
Working closely with Front Office and Client Due Diligence teams to keep onboarding moving smoothly
Entering and maintaining client information within the firm’s core system, with a strong focus on accuracy
Carrying out second-checks (4-eye reviews) on colleagues’ data entry to catch and correct errors
Notifying relevant teams and stakeholders once accounts have been successfully opened
Running and reviewing exception reports to spot and fix data issues before they escalate
Getting involved in wider data quality and process improvement projects
Digitising and filing account paperwork accurately and promptly
Flagging ideas for improving how the onboarding function runs day to day
Picking up other reasonable tasks as the role and business needs evolve
Keeping your training and compliance knowledge up to date
Continuously building your understanding of the wealth management sector

What We’re Looking For

Capability

Able to demonstrate the practical skills and knowledge needed to perform the role competently

Systems & Process

Comfortable using Word, Excel, and Outlook day-to-day
Quick to pick up and confidently use internal platforms and tools
Clear understanding of relevant workflows, with a habit of escalating issues early

Compliance Mindset

Aware of the regulatory framework relevant to the role and consistently works within it, raising any concerns without delay

Personal Attributes

Meticulous, with a strong eye for detail and consistently accurate output
Self-sufficient and comfortable managing your own workload
A clear, confident communicator across all levels

Apply Now

Refine Your Search

account coordinator jobs in blackpool, lan

Client Onboarding Coordinator (3 month FTC)

Front of House and Administration Coordinator

HR & Payroll Coordinator (FTC)

Service Co-Ordinator

More jobs to discover

I want to receive the latest job alerts for account coordinator in blackpool, lan

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Client Onboarding Coordinator (3 month FTC)

Location: Blackpool

Salary: £25,000-£27,500 DOE

Purpose of the Role

What You’ll Be Doing

What We’re Looking For

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