Senior Client Account Set-Up Analyst (ISA)

We are a growing FinTech company looking for a talented and enthusiastic individual to join our team. As we expand, this position offers the perfect opportunity to make a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.

As a Senior Client Account Set-Up Analyst (ISA), you will play a crucial role in ensuring the accurate and timely setup of customer accounts and maintaining customer information. Your responsibilities will primarily involve account creation on our systems, verifying and updating essential customer data and documentation, as well as sending out Welcome Letters.

Role Responsibilities

From day 1

• Accurate and efficient customer account opening.
• Verify and validate customer data to ensure accuracy and completeness while opening the accounts.
• Collaborate closely with multiple teams to ensure a smooth onboarding process, taking the initiative to work with your manager if you identify areas for improvement.
• Work with confidential and sensitive customer information, adhering to strict data security and privacy protocols.
• Ensure compliance with financial regulations, following established guidelines and procedures.
• Be vigilant for data discrepancies and inconsistencies, addressing them promptly by communicating with internal stakeholders.
• Engage with other stakeholders as part of the project to launch ISAs. Draw on the experience you will have gained at Insignis, coupled with relevant industry knowledge, to assist with building out the new ISA account opening and transfer process.

Once the ISA proposition has launched, Account Opening will also involve opening ISA accounts and facilitating ISA transfers. Therefore, we have included details of how the role will evolve:

• Accurate and efficient ISA account opening, paying close attention to detail to ensure all steps are followed and noticing any areas where further improvements may be necessary.
• Collaborate with internal stakeholders to deliver training on the new requirements and be available to support colleagues from your team, as well as others, with questions about the necessary information to open an ISA account or process an ISA transfer.
• Liaise with external stakeholders to efficiently execute the ISA transfer process.
• Continue accurate and efficient data entry across all products and services, demonstrating flexibility and the ability to prioritize tasks as needed.

Requirements

• A minimum of two years in an operational role within Financial Services
• Experience working within a pension/ ISA transfer team
• High attention to detail and accuracy, with a methodical approach to account opening
• Strong organisational skills, capable of managing and prioritising tasks effectively
• Proficient computer skills, including Microsoft Office Suite and CRM systems
• A clear track record of strong interpersonal skills, both written and verbal
• Ability to work independently and collaboratively in a team-oriented environment

Nice To Have

• Data protection and confidentiality awareness
• Familiarity with KYC and AML concepts is advantageous

Benefits

What we can offer you

• 25 days holiday (exc. Bank holidays)
• 5% Pension contributions
• Private medical insurance with Vitality
• Health cash Plan offering contributions to dental, optical and much more
• Enhanced Parental Leave
• Cycle to Work Scheme
• Monthly team lunches, quarterly company socials

Working Pattern

We recognise the value of in person collaboration and operate a hybrid working model from our London office. Our teams work onsite 3 days a week (Tuesday to Thursday) and remotely for 2 days, providing flexibility alongside the benefits of working together.