BRUIN Financial

Ref: 25085

Client Services Onboarding Officer – 18k + Benefits

An exciting opportunity has arisen to join a leading Financial Services Organisation in Blackpool. The Financial Services Organisation is seeking an Client Services Onboarding Officer to join on a 12m FTC.

You will provide onboarding service through reviewing and setting up new client accounts in line with procedural and regulatory requirements.

KEY RESPONSIBILITIES:

  • To oversee and review new client accounts, ensuring all required documentation is obtained for low and medium clients
  • To liaise with all relevant parties to ensure that the necessary documentation is received
  • To liaise with the CDD team with any queries regarding Account Paperwork
  • To accurately prepare Welcome Letters and review and ensure these are sent out to the client with the correct information listed from the account opening documents

ABOUT YOU:

  • Proficient in Word, Excel and Outlook
  • High level of accuracy/attention to detail
  • Good organisational skills

If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.

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