Client Onboarding Administrator - Liverpool, United Kingdom - Meraki

Meraki
Meraki
Verified Company
Liverpool, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Meraki Talent are delighted to be engaged with a leading Financial Services company based in Liverpool with the appointment of a Client Onboarding Administrator.

The Company


Our client are a personalised wealth and investment management firm that have just entered a period of unprecedented growth and they are going to be going through some exciting changes in the next 2 years as their finance team continues to develop.

This role offers ample opportunity for both vertical and lateral movement within the firm.

  • Take ownership of writing the About Your Investment Mandates within the priorities and pace required. You will be required to receive the client documentation to write the AYIM draft for the IM, identify gaps and report them to the IMs.
  • Effectively managing multiple workstreams and prioritising different tasks according to the team's needs.
  • Maintain a high standard of checks in central processes such as Temporary Exception and Nonresponding Client requests.
  • Update all required reporting systems with the appropriate information.
  • Support Investment Management teams to implement a strong suitability quality culture, offer help where appropriate and improve AYIM current standards.
  • Collaborate with the Suitability Manager to address identified gaps in the process.
Experience Required

  • Knowledge of Excel / Office suites
  • High standard writing skills.
  • Ability to understand and articulate issues and concepts in simple language.
  • Able to manage relationships and collaborate.
  • Ability to take responsibility for their own activities.
  • Ability to manage deadlines and change priorities quickly.
  • Experience in Financial services preferred.
  • Understanding the regulatory environment we are working in.
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