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The New Accounts Specialist processes institutional client applications, reviews documentation, ensures regulatory compliance, and collaborates with teams for account management.

Provide high-quality client service to institutional clients, assist with trading platforms, resolve trade queries, and manage relationships.

Serve as the first point of contact for IT support, triaging issues and facilitating resolutions, and contributing to support documentation.

Support the expansion of UK SIPP services by overseeing operations, ensuring compliance, and acting in the best interests of members, while contributing to governance and development of processes.