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Client Onboarding Assistant

4 months ago

London, United Kingdom Pin Point Recruitment Full time €25,000

Client Onboarding Assistant £25,000 Beckton Pin Point Recruitment is looking for a Client Onboarding Assistant for a manufacturing company base in Beckton. The company is a growing business that is looking to streamline, digitalise and automate their processes to effectively support internal business units and external clients. As the Client Onboarding Assistant you will be responsible for providing a seamless onboarding process for new clients investing across a range of products. You will deliver excellent service to clients and internal business units, by supporting the company's compliance department and to provide exceptional client experience. This role is 6 month fixed term contract with the opportunity of it to go perm. Client Onboarding Assistant Job Role:

  • Onboard new clients in a compliant, efficient and timely manner.
  • Process all new incoming applications to invest within set internal policy and procedures & Anti-Money Laundering legislation
  • Respond to client queries via email, telephone and post within set policy and procedures
  • Responsible for logging and distributing daily post.
  • Perform Anti-Money Laundering, Politically Exposed person Checks Sanction checks on all new clients.
  • Drafting enhanced due diligence reports, where required
  • Create new client accounts within internal Portals.
  • Prepare and send acknowledgment correspondence to successful applicants.
  • Responsible for sending requests for information and chasing for any outstanding information for submitted applications and updating the relevant internal databases
  • Database management, ensuring data integrity is maintained across all systems.
Client Onboarding Assistant Skills Needed:
  • Good understanding of Anti-Money Laundering policies and procedures -
  • Good proficiency with Word, Excel, PowerPoint, SharePoint and Outlook.
  • Confident in liaising with clients
  • Proactive with an ability to work in a fast paced and challenging environment.
  • Accurate and efficient data processing skills.
Apply now, for more information