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Permanent

Account Opening Associate

Sterling Williams LTD
London
money-bag £30000 Annual
Posted: 14 May 2026 (1 week ago)
Closing date: 13 June 2026
Ref: 3109353336

Client Onboarding Administrator London (Hybrid)PermanentCirca £30,000 - £34,000An excellent opportunity for a client onboarding administrator to join a rapidly growing financial services firm based in London. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.?Skills and Requirements??2 Years'' experience in Financial Services, preferably in Wealth Management Excellent administration and interpersonal skillsCapability to work under pressure in order to meet deadlinesAbility to work individually and as part of a team??The Role?Handling new client onboardingLooking into KYC/AMLLooking into erroneous reports (investigate incorrect data and passing to relevant team to correct and checking before confirming to client).Arranging for copies of original documents to be certified and originals sent back to investors.Maintaining and providing information to associate companies in relation to Property only accounts.Responsible for designated area of data within teams'' data dashboard. ..... full job details .....

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