Financial Services Administrator, Client Onboarding. Ipswich (BW-2001)

We are looking for a skilled and organised Administrator to join this well-established and reputable Wealth Management firm in Ipswich.

You will process clients' paperwork when opening accounts, review and quality check that all requirements are met, answer any client queries, complete onboarding paperwork, and process incoming transfers.

Key Accountabilities

• Sending out paperwork to new clients and chasing up any required information.
• Assisting clients over the phone with queries related to completing account opening paperwork.
• Process client account opening paperwork through to setup on the system.
• Maintain a broad understanding of anti-money laundering.
• Perform AML and KYC checks, review client documentation and ensure internal compliance and regulatory guidelines.
• Check accounts for errors and escalating where required.

Responsibilities

• Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
• Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology.
• Maintain a positive attitude to find solutions in line with FCA principles, using customer feedback to improve service levels.
• Maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change
• A team player, you will share knowledge, skills and experience with colleagues; be cooperative and support others.

About You

• Previous office experience, ideally within a customer service role.
• Will possess a client focus and concern for quality.
• Will have a good understanding of anti-money laundering principles
• A diligent worker with a high level of attention to detail

Working Hours

9.00am to 5.30pm, Monday to Friday