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About the Role

We are seeking a Client Data Onboarding Administrator to join our Wealth Management team. This role is central to the client onboarding process, ensuring accurate and secure client information. You will support client account setup and maintenance, uphold data governance, and collaborate with internal teams to deliver efficient processes and excellent service. This position is ideal for detail-oriented individuals seeking a career in financial services.

Responsibilities

Accurately set up and maintain client records for Wealth Management accounts, ensuring data quality and accuracy.
Review and validate client documentation to support timely and compliant account opening.
Conduct quality assurance checks on data entered by colleagues.
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.

Requirements

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.
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.

Skills

Data accuracy
Data governance
Client account setup
Client account maintenance
Documentation review
Quality assurance
Data management
Communication (written and verbal)
Problem-solving
Microsoft Office (Excel, Word, Outlook)
System learning
Risk management
Compliance