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Onboarding Administrator

Reed
Posted 11 hours ago, valid for 7 days
Location

Ipswich, Suffolk IP15BH, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Are you detail-oriented and passionate about providing excellent customer service? Join our client's team as an Onboarding Administrator! You'll play a crucial role in processing clients' account opening paperwork, ensuring all requirements are met, and assisting clients with their queries. Be part of a dynamic team that values precision and client satisfaction.

Key Accountabilities

  • Send and Chase Paperwork: Distribute account opening paperwork to clients and follow up as needed.
  • Client Assistance: Provide support over the phone for any queries related to account opening paperwork.
  • Process Paperwork: Ensure client account opening paperwork is processed and set up on the system.
  • AML Knowledge: Maintain a broad understanding of anti-money laundering (AML) principles.
  • Compliance Checks: Perform checks, review client documentation, and ensure compliance with regulatory guidelines.
  • Error Checking: Review accounts for errors and escalate issues when necessary.

Key Competencies

  • Getting Things Done: Deliver on objectives promptly, prioritize workload, and remain professional under pressure.
  • Communication & Sharing Knowledge: Communicate confidently, clearly, and accurately; maintain accurate records and effectively use new technology.
  • Customer Service: Maintain a positive attitude to find solutions in line with regulated principles and use customer feedback to improve service.
  • Effectiveness & Adaptability: Handle a high volume of work, strive for continual improvements, and present a positive approach to change.
  • Team Working: Share knowledge, skills, and experience with colleagues; understand team goals and support others.

Candidate Profile

  • Previous office experience
  • Experience providing customer service over the phone
  • Client-focused with a concern for quality
  • Good understanding of AML principles
  • Diligent worker with high attention to detail

Contractual Hours

9.00am to 5.30pm, Monday to Friday

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.