Client Onboarding Administrator FTC

Brown Shipley, Nottingham, GBR, NG12 4JL
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Purpose of the Job

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our client and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. We also promote hybrid working across the Group.

Here we provide hybrid working across the Quintet Group and believe this approach is the best way of creating an agile environment, working at home with the benefits of working with colleagues in the office.

This is a contract role focusing on onboarding the clients for a team of Client Advisors who have recently joined from another business. The role is expected to last for 12 months with the possibility of a permanent role at the end of the project.

Key Accountabilities

The Onboarding Team is a key team within the Operations Department. This is the first experience a client has of the Bank after the sale process, so it is vital that we provide an efficient service and positive experience whilst complying with regulations and procedures.
The key activity is to onboard new clients to the business, undertaking a series of sometimes complex checks on the client and all linked parties to comply with our anti-money laundering policy, verifying and validating the documentation and ensuring the clients’ situation is corroborated by the information provided. We offer a range of products for individual clients, GIA, ISA, AIM & SIPPs, as well as Corporate, Trust, SSAS’s, Offshore Bonds & Court of Protection.
This is a new team, working alongside the newly joined Client Advisors to prepare the documentation needed for them to take to their client meetings. Over time you will learn how to support and guide our sales teams for more complex clients, seeking advice from other departments across the business, to provide a streamlined and efficient onboarding experience for the client.

Knowledge and Experience

1. Preparation of onboarding packs for new clients
2. Onboarding of all clients in accordance with our Anti-Money Laundering procedures
3. Working with the Client Advisors to resolve any outstanding issues or obtain any additional information required to complete the anti-money laundering process or systems set up 
4. Collecting and updating accurate information in respect of FATCA, CRS & LEI’s for reporting purposes when onboarding a client or dealing with an AML update.
5. Keeping client advisors informed of work progress and status where necessary.
6. Help with Custody Teams asset transfers
7. Keep up to date with legislative, regulatory and Inland Revenue practices (where applicable) affecting Client Servicing procedures including the acceptance of new clients.
8. Develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications. 
9. Carry out any other duties as may reasonably be required

Attributes and Qualities

Team player
Eager to develop knowledge and skills
A self-starter who is prepared to drive their own development
Customer focus
Strong communication skills
A positive attitude
Ability to make decisions based on facts & knowledge
Attention to detail

Technical Skills

A good understanding of AML requirements for onboarding clients or previous experience
An understanding of the requirements to ensure we are compliant with FATCA & CRS regulations would be useful

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