Onboarding Officer - Client Services

Job Description Onboarding Officer Client ServicesWealth Management UK BlackpoolConduct Rules | Onboarding / Client ServicesWe are looking for an organised and detailoriented Onboarding Officer to join a leading wealth management platform based in Blackpool and support the smooth onboarding of new clients in line with regulatory and internal requirements.In this role, you will be responsible for reviewing and setting up new client accounts, ensuring accurate data input into the Avaloq system and that all procedural and compliance standards are met. You will play a key part in delivering a highquality client experience at the first point of contact with the firm.Key ResponsibilitiesReview and oversee new client accounts and ensure they are completed in line with internal procedures and regulatory requirements.Input client data into the Avaloq system and qualitycheck entries using the 4eye process.Run exception reports to identify and resolve data gaps or errors.Liaise with Front Office, Client Due Diligence, and other internal stakeholders to progress onboarding cases.Respond to queries from internal investment personnel via phone and email regarding the onboarding process.Manage scanning of account paperwork to Invu and maintain accurate documentation.Assist with data projects and contribute to improvements in onboarding procedures and processes.Complete any other tasks reasonably required within the remit of the role and as directed by management.What Youll NeedStrong attention to detail and a high level of accuracy in all work.Ability to work independently, manage competing priorities, and meet deadlines.Proficiency in Microsoft Office (Word, Excel, Outlook) and comfort working with internal systems.Understanding of or willingness to quickly learn regulatory and compliance requirements relevant to client onboarding.Excellent communication skills and the ability to engage effectively with internal stakeholders.

Created: 2026-04-29