Onboarding Associate (FTC)
On-site · London, England, United Kingdom
London, England, United KingdomOn-siteFull TimeMid LevelNot SpecifiedFinance ServicesUnknown
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown
Industry
Finance Services
Job Summary
Onboarding Associate (FTC) responsible for configuring and validating client data for Wealth Management accounts, ensuring data integrity through setup, pre-setup documentation review, four-eye quality checks, and collaboration with Operations, Onboarding, and Client-facing teams. Supports data governance, risk/compliance considerations, and process improvements, including fraud-prevention efforts, system testing, and cross-functional collaboration.
Required Qualifications
- Administrative or operations experience in financial services or regulated environments
- At least two years’ experience in an administrative, operations, or data-focused role
- Strong attention to detail, data integrity
- Proficient in Microsoft Office (Excel, Word, Outlook)
- Ability to work independently and as part of a team
- Excellent communication and stakeholder management skills
- Comfortable with data security, risk, and compliance considerations
- Experience with data testing or quality checks (four-eye checks)
- Ability to identify data discrepancies and drive process improvements
- Experience with fraud prevention awareness
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