Client Onboarding Analyst

Client Onboarding Analyst l Liverpool l £27-£30k

Your new company
Our client is a Global Investments Company which provides investment management services that help institutions and individuals succeed in markets all over the world. They were established in the early 1900s and now operate across the regions of Europe, the Middle East, and Africa, delivering services to a broad range of clients seeking access to global capital markets. There is an exciting opportunity for an experienced Administrator to join this well-established business in their Liverpool office, in a full-time, permanent role as a Client Onboarding/Transitions Senior Representative.

Your new role
In this role you will ensures execution of the operational and system configuration activities related to client transitions to and from organisation products and services (onboarding, offboarding, service expansion/contraction.) You will co-ordinate all on-boarding activities, including client transition operations, system configuration/oversight and data analysis, monitoring each component of the transition including data requirements, regulatory and compliance requirements, opening/servicing agreements, asset acceptance reviews, data transfer and coordination with third-parties. Your main duties will involve being a main point of contact for Client Firm queries, managing static data and data transfer, identifying and working with Operational SME’s as required, conducting pre-transition testing and quality review of products/solutions; and advising clients on corrective actions. You will be responsible for small to medium size on/off boarding projects, ensuring a client has submitted/provided all required documentation and files, and working closely with and providing support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.

What you'll need to succeed
You'll need to be an experienced Administrator with at least 2 years' experience in Financial Administration. You'll need to be process-driven, possess excellent communication and problem-solving skills, and have the ability to organise and prioritise efficiently. You should be able to engage well as part of a wider team and have the ability to liaise and build up rapport. Good IT skills with a sound working knowledge of MS Office including Excel is also essential. It would be a major benefit to your application if you have experience in reconciliations or investigating discrepancies. Any experience in KYC or AML would also be highly desirable but not essential. Knowledge of transfer market (funds, international and Crest) would be advantageous but not essential as well as knowledge of Front office systems, such as Bloomberg, Fidessa and/or Pro-Quote.

What you'll get in return
You'll receive a starting salary of between £27,000 and £30,000 and be offered fantastic hybrid working options and generous annual leave of 25 days plus 8 bank holidays, with the ability to purchase up to 5 more days. You'll work Monday to Friday 9am to 5pm and have an excellent benefits package which includes Medical and Life Assurance Scheme, Income Protection, 12% employer Pension contribution, Education assistance, health screening, season ticket loans, and much more. You’ll enjoy the modern office facilities, close to major transport routes, shops and eateries. You will be joining a large team of supportive, dedicated colleagues who will offer training and advice and you’ll truly benefit from the opportunity to work for a growing, well-established organisation that invests in its people and their development.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
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Job Type
Working Pattern
Banking & Financial Services
Specialist Administrators

Talk to a consultant

Talk to Fateha Ahmed, the specialist consultant managing this position, located in Warrington
1st Floor, 71 Sankey Street

Telephone: 01512420744