Client Onboarding And Maintenance Administrator - 12 Month Ftc
Quilter Cheviot
London, United Kingdom
Client account opening processing
Client static data updates
Financial services operations experience
The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts for a wide range of client types and products
Job Summary
The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts for a wide range of client types and products.
Key responsibilities include onboarding client accounts to the firm's core investment management system, quality checking submissions, monitoring departmental mailboxes, and collaborating with other teams to resolve issues.
The company values diversity and strives to promote inclusivity, offering core benefits such as holiday, an incentive scheme, and a pension scheme.
Matching Summary
The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts for a wide range of client types and products.
Skills & Requirements
Must-have
Client account opening processing
Client static data updates
Financial Services operations experience
Collaborate with Front Office teams
Identify process improvement opportunities
Nice-to-have
Strong attention to detail
Ability to manage priorities
Excellent communication skills
Work independently and as part of a team
Promote inclusivity and diversity
Key Requirements
Previous operations role in Financial Services preferred