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Onboarding Officer – Client Services
Wealth Management – UK – Blackpool
Conduct Rules | Onboarding / Client Services
We are looking for an organised and detail‑oriented 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 high‑quality client experience at the first point of contact with the firm.
Key Responsibilities
What You’ll Need