A leading Investment Manager are looking for a Client On boarding Specialist. This role you will be on boarding a variety of client, Trusts, Corporates and Charities.

This role is based within the Client Management team and will have responsibility for the client life cycle. This includes client on-boarding, periodic reviews and account closure. Primarily the role will be focussed on on-boarding.

Qualifications and Experience

  • Educated to degree level or equivalent
  • Relevant experience in an onboarding role for varied client types such as Trust, Individual, Corporates and Charities
  • Good knowledge of regulatory frameworks and business practices
  • Microsoft Office Suite (including Word, Excel and PowerPoint)
  • Microsoft ERP/CRM, Touchstone NavOne system experience desirable
  • Experience of Risk Screen, BitaRisk, FinaMetrica, Thomson Reuter, WorldCheck or similar systems essential