Client Onboarding Executive

The Role

We have an exciting role working as a Client Onboarding and Office Co-Ordinator to join a financial firm based in Birmingham City Centre! This is a fully in office role, offering up to 31k a year dependant on experience.

Responsibilities

This role is involved with 60% the whole client onboarding administration including AML, KYC and risk assessments, and then 40% of office management. This includes diary and meeting room management, preparation of proposals and presentations, greeting and hospitality, dealing with office and facilities management, assist with events and health and safety. This is a role you can make your own in an office that is supportive!

Experience

Previous experience within client onboarding is a must ideally within financial or legal, office administration is ideal but not essential.

If you have any queries about the role contact Katie on 0121_633_4443. Please contact your consultant directly if you are already registered with Katie Bard. Katie Bard is an Equal Opportunities Employer.

Katie Bard will be managing your application in accordance with the GDPR and Data Protection Act 2018. Please refer to our privacy notice which will explain how we as an organisation will manage your data on our website. If your application is successful, we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful, we will delete your application within 6 weeks and all record of your data. Katie Bard is acting as an employment agency.