Client Liaison Administrator

Time Appointments · Ipswich, England, United Kingdom

Location

Ipswich

Job Type

Permanent

Posted

June 04, 2026

Job Description

 Our client, a growing and professional financial services business on the outskirts of Ipswich are recruiting for a Financial Services Administrator to join their team. The focus of this role will be around processing clients, dealing with account opening paperwork, quality checking and reviewing all requirements that are carried out. You will be answering clients queries regarding completing onboarding paperwork.
 Key Duties & Responsibilities:
 Issuing and sending out Account Opening paperwork to clients upon instruction
 Assisting clients with queries on completing Account Opening paperwork over the telephone as required
 Chasing required client correspondence
 Processing client account opening paperwork
 Have a broad understanding of anti-money laundering (AML) issues
 Performing AML and KYC checks, reviewing client documentation and ensuring documentation submitted complies within guidelines
 Providing data ...
        

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