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About the Role
This role is responsible for supporting the end-to-end account opening process, ensuring client information is accurately recorded and maintained across systems. It offers exposure to wealth management operations, regulatory processes, and client onboarding, serving as a stepping stone for a career in financial services.
Responsibilities
- Setting up and maintaining client records and accounts accurately across internal systems.
- Reviewing client documentation for completeness, accuracy, and alignment with regulatory requirements.
- Performing quality assurance checks on account setup activities to maintain high standards of data integrity.
- Acting as a key contact for internal queries related to client onboarding and account administration.
- Managing team inboxes and responding to requests in a timely and professional manner.
- Liaising with colleagues across the business to investigate and resolve data discrepancies.
- Identifying potential risks, control weaknesses, or process inefficiencies and escalating them.
- Supporting fraud prevention measures by recognizing and escalating unusual or suspicious activity.
- Contributing ideas to improve processes, controls, and the overall client experience.
- Supporting system enhancements, testing activities, and change initiatives across the team.
Requirements
- Previous experience in an administration, operations, or data processing role.
- Excellent attention to detail and a commitment to delivering accurate work.
- Strong organizational skills with the ability to manage multiple priorities effectively.
- Confident communication skills and the ability to build positive relationships with stakeholders.
- A proactive approach and willingness to take ownership of tasks.
- Strong problem-solving and analytical skills.
- Good working knowledge of Microsoft Office, including Excel, Word, and Outlook.
- Experience working with multiple systems and databases.
- Experience within financial services, wealth management, banking, or another regulated environment.
- Experience supporting onboarding, account opening, or client administration processes.
- Awareness of risk, compliance, and data governance principles.
Skills
- Data processing
- Attention to detail
- Organizational skills
- Communication skills
- Problem-solving
- Analytical skills
- Microsoft Office (Excel, Word, Outlook)
- System and database management
- Risk awareness
- Compliance awareness
- Data governance
About the Company
- Committed to delivering an exceptional wealth management experience for clients.
- Focuses on accurate, secure, and well-managed data.