Join us as a Onboarding Specialist, Wealth

• You'll take ownership of the end-to-end onboarding process for new clients, including commercial onboarding delivering a seamless and client-centric experience
• You'll compile and submit high-quality onboarding files to Quality Assurance, achieving right first time outcomes to enhance client experience and reduce onboarding timelines
• This is an opportunity to build your expertise, solve complex challenges, and work alongside highly skilled colleagues in a collaborative and high-performing environment
• This role operates on a hybrid basis, with office attendance required on a pre-arranged basis for a minimum of six days per calendar month

What you'll do

You'll engage daily with internal and external stakeholders to enhance the client experience and ensure clear, consistent communication on case progression. As the key point of contact for clients, you'll ensure their requirements are fully understood and delivered in line with adviser expectations.

You'll prepare for and attend client meetings, supporting onboarding activity and driving a positive client journey. You'll maintain strong knowledge of anti-money laundering requirements and evolving policy standards, and actively manage risk through effective engagement with first line of defence teams. Collaboration with front line stakeholders will be key to ensuring aligned and efficient delivery.

You'll also:

• Ensure risks, including complex commercial structures, are clearly understood, accurately documented, appropriately assessed, and effectively mitigated
• Deliver a high standard of service to clients and Front line colleagues, while building strong relationships with key stakeholders across the business
• Manage your workflow effectively, maintaining clear communication with team leaders and wider business areas
• Support service level agreements and right first time performance outcomes across onboarding activity, including AML and operational tax requirements
• Develop and apply a strong understanding of commercial onboarding, including the analysis and documentation of complex ownership and control structures

The skills you'll need

You'll bring experience of delivering high-quality client service, alongside the ability to interpret complex information and perform effectively against productivity and quality metrics.

You'll also demonstrate:

• Strong communication skills, with a clear focus on delivering a client-centric experience
• Effective time management and the ability to prioritise a varied workload
• An understanding of wider business propositions and how these support client outcomes
• The ability to work collaboratively with front line stakeholders and wider business partners
• Knowledge of commercial entities and structures, supporting onboarding of more complex client types
• Practical experience of working with Avaloq
• An understanding of anti-money laundering requirements and their application within onboarding processes

Hours
35

Job Posting Closing Date:
18/07/2026

Ways of Working:Hybrid