Client Onboarding Administrator

Client Onboarding Administrator Location: Blackpool (hybrid working available) Salary: £25,000 – £27,500 per annum Job Purpose To deliver high-quality client onboarding services by reviewing and setting up new client accounts within a regulated wealth management environment, ensuring all activity is conducted in line with procedural and regulatory requirements. Key Responsibilities Review and oversee the setup of new client accounts from initiation through to completion Handle queries from internal investment and advisory teams relating to the onboarding process, via telephone and email Liaise with relevant internal teams including front office and client due diligence functions Input and maintain client data accurately within the portfolio management system, ensuring all required fields are completed correctly Perform quality control checks on data input using a dual-verification (four-eye) process Issue account opening confirmations to relevant internal and external parties via email Run exception and error reports to identify and resolve gaps or inaccuracies in data Support and manage ad hoc data and process improvement projects Scan and file account documentation to the document management system Actively contribute to the ongoing review and enhancement of procedures and processes Undertake relevant training and professional development as required Proactively develop knowledge of the financial services industry, regulatory landscape, and relevant technical skills Skills & Experience Strong attention to detail with a commitment to accuracy and quality output Ability to manage workload independently and work effectively without close supervision Clear and professional communication skills, both written and verbal Proficient in Microsoft Word, Excel, and Outlook Comfortable working with internal systems and databases; experience in a wealth management or financial services environment is advantageous Familiarity with regulatory and compliance requirements relevant to client onboarding