Liverpool, England, United Kingdom
Experienced financial services professional with a strong background in client onboarding, account administration, transfers and regulated client servicing. Skilled in handling sensitive client information, maintaining data accuracy, supporting operational workflows and working within AML, KYC and compliance-led environments. Known for delivering reliable service, building strong stakeholder relationships and contributing to process improvement within fast-paced, regulated teams.
• Act as an initial point of contact for prospective clients, gathering key information accurately and professionally. • Assess client circumstances and ensure smooth referral to the appropriate internal teams. • Support a high-quality client experience through clear communication, professionalism and attention to detail. • Work within a regulated wealth management environment while maintaining service standards and protecting client outcomes.
• Managed onboarding and transfer activity for new clients within a regulated wealth management environment. • Maintained accurate client records and supported high-quality administration throughout the onboarding journey. • Carried out AML, KYC and EDD checks in line with internal controls and regulatory requirements. • Worked closely with internal stakeholders to improve workflows and support process enhancements. • Contributed to service delivery by ensuring tasks were completed accurately and within required timescales.
• Acted as the first point of contact for prospective clients and delivered a reliable, professional service. • Built and maintained strong working relationships while supporting onboarding and new business activity. • Handled administrative and client-facing responsibilities in a fast-paced financial services environment.
• Managed client enquiries and administrative activity while matching prospects to suitable options. • Used strong communication and organisational skills to handle multiple tasks effectively.
• Maintained accurate customer records and delivered support to customers in a regulated banking environment. • Built trust with customers experiencing financial difficulty while balancing service standards and business requirements. • Worked collaboratively across teams and contributed ideas to improve customer outcomes and internal processes.
• Provided support to customers experiencing financial difficulties, delivering empathetic and professional service in sensitive situations. • Worked to achieve monetary and performance targets while maintaining a strong customer-first approach. • Used strong communication and customer service skills to explain solutions clearly and reassure customers during challenging circumstances. • Helped customers understand available support options and ensured a positive and respectful experience throughout. • Identified and suggested process improvements to support better service and team efficiency. • Continued to develop product knowledge, working practices and personal effectiveness to deliver high-quality outcomes.
• Processed claims, handled queries and maintained accurate records while meeting service and performance targets. • Worked flexibly across different teams and responsibilities in line with business needs. • Supported colleagues through side-by-side coaching and contributed ideas to improve team performance and service delivery.