Job Description
We’re looking for a detail-oriented and collaborative individual to help ensure the integrity, accuracy, and effective governance of client data across the business. As part of the Client Data team, you will play a vital role in delivering a high-quality client experience by ensuring account data is accurately established, maintained, and controlled. You’ll work closely with colleagues across Operations, Onboarding, and Client-facing teams to support seamless processes and positive outcomes for our clients.
This role would suit someone who enjoys working in a fast-paced, regulated environment and is keen to grow their career within financial services. We welcome candidates from diverse backgrounds who bring curiosity, accountability, and a commitment to continuous improvement.
Key Areas of Responsibility
- Accurately set up and maintain client records for Wealth Management accounts, ensuring data integrity at every stage of the process
- Review an...