Client Onboarding Specialist

Descripción del puesto

This role within our Operations Teams offers a chance to be directly involved in helping us deliver our award-winning client-centred service. Simply put, whenever a new or existing client asks for new accounts or portfolios to be set up, the Client Onboarding team is responsible for ensuring these are done in an accurate and timely manner. This will involve checking records on multiple bespoke systems as well as preparing and delivering portfolio and client documentation. This is not a client-f…