Client Liaison Administrator

Time Appointments • Ipswich, England • Posted June 06, 2026

About the Role

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 ...