1 of 1 Client Onboarding Jobs in Wimborne

how you can embrace this by meeting our own internal standards, values and behaviours, resulting in an excellent service being delivered to our customers. About the role As a Client Services Specialist, you will be responsible for delivering outstanding support across our service suite while contributing to the enhancement of our scalability initiatives, governance frameworks, and control processes. You … will work closely with our diverse client base including financial advisers, investment managers, platforms, private banks, and fintech firms. This position reports to the Head of Client Services, Dealing and Settlements and will work closely with our Governance, Risk, and Compliance teams to ensure continuous improvement of our service delivery framework. Key Responsibilities Core Responsibilities Provide comprehensive support … by following the Consumer Duty rules and guidance set by the FCA and our own internal core values and behaviours. Service-Specific Duties Custody Service: Support secure safekeeping of client assets, assist with reconciliation queries, and help review custody control frameworks1. Brokerage & Execution: Facilitate trading operations, review execution policies, and contribute to process optimization1. Leading Technology: Assist clients with More ❯