Client Onboarding Coordinator (3 month FTC)

full time Information and Record Clerks

Client Onboarding Coordinator (3 month FTC)

Location: Blackpool

Salary: £25,000-£27,500 DOE

Purpose of the Role

This role sits at the heart of the client journey, responsible for accurately processing and activating new client accounts on the firm's wealth platform. The successful candidate will ensure every account is set up correctly, efficiently, and in line with both internal policy and regulatory expectation.

What You'll Be Doing

• Taking ownership of new client account reviews from receipt through to activation
• Acting as a go-to contact for investment colleagues with onboarding-related questions, via phone and email
• Working closely with Front Office and Client Due Diligence teams to keep onboarding moving smoothly
• Entering and maintaining client information within the firm's core system, w...