Client Administrator
Client Administrator Aon is looking for someone who is keen to kick start or grow their insurance career. You will assist... more info
Client Onboarding Administrator
Salary:
80.00 - 100.00
Posted:
30-01-2025
Category:
Technical Support Administration
Ipswich City,
Job Description
Location: Ipswich Salary: Competitive salary plus a generous benefits package Application Deadline: Friday, January 31, 2025 Job Summary We are looking for a Client Onboarding Administrator to help process clients' Account Opening paperwork, review and quality check that all requirements are met, answer any client queries on completing the onboarding paperwork, and process all incoming transfers. Key Accountabilities Sending out Account Opening paperwork to clients and chasing up. Assisting clients over the phone with queries related to completing account opening paperwork. Processing client account opening paperwork through to setup on the system. Maintaining a broad understanding of anti-money laundering (AML). Performing AML and KYC checks, reviewing client documentation, and ensuring compliance with Killik and regulatory guidelines. Checking accounts for errors and escalating where required. Key Competencies Getting Things Done : Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure. Communication & Sharing Knowledge : Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology. Customer Service : Positive attitude to find solutions in line with FCA principles; uses customer feedback to improve service. Effectiveness & Adaptability : Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change. Team Working : Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others. Candidate Profile Previous office experience. Previous experience of providing customer service over the phone. Client focus and concern for quality. Good understanding of anti-money laundering (AML) principles. Diligent worker with a high level of attention to detail. Contractual Hours 9.00am to 5.30pm, Monday to Friday #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 30-01-2025
Category: Technical Support Administration
Ipswich City,
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