The Client Onboarding Associate will play a pivotal role in ensuring seamless integration for new clients within the financial services sector. This position requires a detail-oriented professional to oversee and manage the onboarding process in an office based in the City of London.
Client Details
The client is a well-established and growing financial services firm with a strong presence in the retail investment market. They are committed to fostering an inclusive and collaborative working environment, with a focus on delivering high-quality investment solutions and client service.
Description
The duties of the Client Onboarding Associate include:
*Processing new client applications
*Undertaking AML and KYC checks in line with the company’s policy and legal requirements
*Completing risk assessments on new clients and following escalation procedures for high risk clients
*Where necessary, requesting additional information regarding client applications via email
*Handling incoming enquiries regarding client applications via email and telephone, to a high quality in line with target response times
*Updating and maintaining the internal CRM system
*Ad-hoc responsibilities
Profile
The ideal Client Onboarding Associate candidate will have at least 3 years’ experience in client onboarding, investor relations, or a similar operations function within financial services. They will possess a strong understanding of AML, KYC, and regulatory requirements, alongside knowledge of retail investment products such as VCTs, EIS, or similar structures.
Job Offer
The Client Onboarding Associate role offers the opportunity to take on greater responsibility within a supportive and high-performing team, with clear scope for career progression. The candidate will gain exposure to a wide range of operational and regulatory processes, while contributing to strategic improvements and delivering a high standard of client service in a collaborative environment.