Accounts associate Work, Jobs in Cuffley, Hrt (with Salaries)

Onboarding Associate
Charles Stanley —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Associate, Company Secretarial Assistant
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
14d
Accounts Associate
bk plus —Brentwood
- Full-time
Quick apply
9d
Accounts Associate
UHY Hacker Young —London
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- Employee discount
- Gym membership
Junior Network Engineer
Systematic Security Services Ltd. —London
- £26,000 - £28,000 a year
- English
- Windows
- Microsoft Office
- Employee assistance programme
Quick apply
2d
Finance Assistant - London Marriott Kensington
Marriott International, Inc —London
- £13.70 an hour
- Full-time
- Bar
- Microsoft Office
- Hotel
2d
Graduate Recruitment Consultant (Hedge Funds & Quant Finance)
Rise Rec2Rec —London
- £28,000 - £70,000 a year
- Full-time
- Hybrid work
- Sales
- Bachelor's degree
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
Associate Data Analyst
Houseful —London
- Full-time
- Hybrid work
- Computer Science
- Master's degree
- SQL
- Annual leave
- Referral programme
Quick apply
3d
Accounts Payable Associate
Ryan Specialty —London
- Full-time
- Bachelor's degree
- Accounting
- Business
Finance Associate
Astrid & Miyu —London
- £29,500 a year
- Hybrid work
Quick apply
12d
Accounts Associate
Burgeri Ltd. and Chapati & Karak —London
- £24,420.00 - £30,278.30 a year
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- In-person
Quick apply
International Account Coordinator London, England
Wolverine Worldwide —London
- Spanish
- Microsoft Excel
- Microsoft Office
Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Renewals Associate
Ansarada —London
- Full-time
- Hybrid work
- Salesforce
- Communication skills
- Annual leave
Account Associate - Medical Publications
Real Chemistry —London
- Hybrid work
- Communication skills
- Annual leave
Associate Treasury Analyst
Sotheby's —London
- Microsoft Excel
- Sales
- Bachelor's degree
Accounting Clerk
ABC 123 —Bank Station
- From £123 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
Project Coordinator / Team Administrator
ZHA —London
- Microsoft Powerpoint
- Microsoft Outlook
- IT
5d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Potters Bar
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Credit Analyst/Associate - Financial Institutions, GCIB Credit
Bank of America —London
- Full-time
- Bachelor's degree
- Organisational skills
- Financial services
- Employee assistance programme

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Onboarding Associate

Charles Stanley -
London

Apply Now

Job details

Full-time
11 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Continuous improvement
Organisational skills
Financial services
Time management

Full job description

We’re looking for a detail-oriented and collaborative individual to help ensure the integrity, accuracy, and effective governance of client data across the business. As part of the Client Data team, you will play a vital role in delivering a high-quality client experience by ensuring account data is accurately established, maintained, and controlled. You’ll work closely with colleagues across Operations, Onboarding, and Client-facing teams to support seamless processes and positive outcomes for our clients.

This role would suit someone who enjoys working in a fast-paced, regulated environment and is keen to grow their career within financial services. We welcome candidates from diverse backgrounds who bring curiosity, accountability, and a commitment to continuous improvement.

Key Areas of Responsibility:

Accurately set up and maintain client records for Wealth Management accounts, ensuring data integrity at every stage of the process
Review and validate client documentation prior to account setup, ensuring completeness and compliance with internal policies and regulations
Perform “four-eye” quality checks on data entered by colleagues to uphold high standards of accuracy
Act as a key point of contact for internal queries relating to account opening and client data management
Manage the team inbox and department phone line, responding to queries promptly and professionally
Collaborate with internal stakeholders to resolve data discrepancies and enhance processes
Proactively identify potential data risks, control gaps, or inefficiencies, and escalate where appropriate
Support fraud prevention efforts by identifying and escalating suspicious or unusual requests
Contribute to continuous improvement initiatives by recommending and implementing process enhancements
Participate in system testing and change initiatives to ensure data processes remain robust and fit for purpose

Qualifications & Experience:

Ideally at least two years’ experience in an administrative, operations, or data-focused role
Experience in financial services or a regulated environment is beneficial, though not essential—we value transferable skills and a willingness to learn

Knowledge & Skills:

Strong attention to detail and a commitment to maintaining high levels of data accuracy
Excellent organisational and time management skills, with the ability to prioritise effectively in a busy environment
Confident communicator, able to build positive working relationships with stakeholders at all levels
Proactive and self-motivated, with the ability to work both independently and as part of a team
Strong problem-solving skills and a continuous improvement mindset
High level of integrity, with an understanding of risk and compliance considerations
Collaborative team player who values and respects diverse perspectives and contributions
Proficient in Microsoft Office (particularly Excel, Word, and Outlook)
Comfortable learning and working with multiple systems and databases

What We Offer:

A collaborative, values-driven culture where integrity and client-first thinking are paramount.
The opportunity to shape a growing service within a respected and stable firm.

At Raymond James, we:

Put clients first – always.
Act with integrity – doing what’s right, not what’s easy.
Think long term – building a stable, responsible future.
Value independence – celebrating individuality and encouraging innovation.

About Us:

Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.

Apply Now

Refine Your Search

accounts associate jobs in cuffley, hrt

Onboarding Associate

Associate, Company Secretarial Assistant

Accounts Associate

Accounts Associate

Junior Network Engineer

Finance Assistant - London Marriott Kensington

Graduate Recruitment Consultant (Hedge Funds & Quant Finance)

Associate Data Analyst

Accounts Payable Associate

Finance Associate

Accounts Associate

International Account Coordinator London, England

Client Services Associate

Renewals Associate

Account Associate - Medical Publications

Associate Treasury Analyst

Accounting Clerk

Project Coordinator / Team Administrator

JUNIOR SALES CONSULTANT

Credit Analyst/Associate - Financial Institutions, GCIB Credit

I want to receive the latest job alerts for accounts associate in cuffley, hrt

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