Onboarding Specialist - Investments

Our client, a highly respected investment firm, is looking for an Onboarding Specialist to join their team.  You'll play a key part and be responsible for the following:

You'll love the dynamic environment, where people are self-motivated and passionate about what they do and work in a very collegial and positive way. The company rewards staff very well across salary, bonus and benefits. 

This role will suit someone with an eye for detail, who takes pride in accuracy and has a working knowledge/understanding of compliance. Whilst the role is operational/administration focussed, there is still a degree of client/investor interaction, plus engagement with Advisors and internal stakeholders, so communication skills and a sense of personality is important.

A background in investment or wealth admin and customer service would be ideal however we are open to anyone with a similar background in banking and financial services. For more information or to apply for the role in confidence, please send your CV to Collette Gascoigne-Spittle at [email protected] or click the apply link below.