Referment are working with a growing business that is re-defining how individuals and families connect and engage with their financial life. They provide their clients with control over their personal finances, enhancing their ability to achieve their personal and financial aspirations.
The Data Onboarding Analyst is pivotal in ensuring the efficient and accurate onboarding of client data. This includes acting as a liaison with 3rd party providers (banks, wealth managers) to obtain data at our clients’ request. You will conduct efficient management, coordination and prioritisation of all requests lodged with providers.
- Experience within a relevant financial role
- Efficiency in Excel, Google Sheets and Google Slides
- Ability to assist in identifying efficiencies in processes that can be successfully automated using technology to drive scalability
Not quite right for you? Refer someone you know using the Referment platform and earn up to £500 when they complete a first-round interview.
Find out more at Referment.com