Coutts, who have an office in Conqueror House on Vision Park, are looking for this role.
Wealth Onboarding Specialist to engage with internal and external clients to improve their experiences and to make sure all stakeholders are updated on progression statuses. As the direct point of contact for our clients, you’ll make sure that all client requirements are delivered on behalf of the advisers. We’ll expect you to prepare and attend client meetings to help with onboarding files and to enhance our clients’ experience. Not only will you maintain anti-money laundering (AML) knowledge and changes to policy requirements, but you’ll manage risk escalations found by working with the first line of defence teams. Closes 21/03/2023