Client Onboarding Administrator

🔒 Confidential Employer
Posted 8 May 2026
LOCATION
Blackpool
TYPE
Full-time
LEVEL
Associate
SALARY
£27,500 / year
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Attention to detail Workload management Independent work Communication skills Microsoft Office Suite Wealth management systems Regulatory compliance

FULL DESCRIPTION

Client Onboarding Administrator

Responsible for delivering high-quality client onboarding services by reviewing and setting up new client accounts in a regulated wealth management environment. Key duties include managing the onboarding process from initiation to completion, handling queries, liaising with internal teams, accurately inputting and maintaining client data, performing quality control checks, and issuing confirmations. The role also involves running exception reports, supporting data improvement projects, scanning and filing documentation, and contributing to process enhancements.

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

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