Client Onboarding Specialist
8 months ago
J- Posted by
- James Butt- RecruiterRole Overview
We are looking for an Onboarding Specialist to join initially on a contract basis with the chance to become permanent.
**Responsibilities**:
- Review client onboarding documentation to identify discrepancies, missing information, and inconsistencies.
- Conduct remediation activities to update client records and rectify any deficiencies identified during the review process.
- Collaborate with internal stakeholders, including Compliance, Legal, and Operations teams, to address onboarding issues and ensure timely resolution.
- Perform quality control checks on remediated client files to ensure accuracy and completeness.
- Ensure compliance with regulatory requirements, including KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations.
- Stay updated on changes to regulatory frameworks and industry best practices related to client onboarding processes.
- Assist in developing and enhancing onboarding procedures and workflows to improve efficiency and effectiveness.
Experience required
- Experience in client onboarding or remediation within the financial services industry,
- Ideally have worked previously in a Brokerage.
- Strong understanding of KYC and AML regulations in the UK.
- Excellent analytical skills with the ability to identify and resolve complex issues.
- Attention to detail and ability to maintain high standards of data accuracy and integrity.
- Proficiency in using onboarding systems and software, as well as Microsoft Office suite (Excel, Word, PowerPoint).
- Effective communication skills, both written and verbal, with the ability to collaborate with cross-functional teams.
- Professional certifications such as CAMS (Certified Anti-Money Laundering Specialist) or ICA (International Compliance Association) are desirable but not essential.
- ABOUT COMPANY
- Britannia Global Markets Limited
- London, United Kingdom
Asset Management
Britannia Financial Group is a diverse, dynamic, and rapidly growing business. Our people are our biggest asset and the key to our ongoing success. I...
-
Client Onboarding and Support Specialist Fix Linux
6 months ago
London, United Kingdom Client Server Full timeClient Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...
-
Client Onboarding Specialist
4 days ago
London, Greater London, United Kingdom RedTech Recruitment Ltd Full timeClient Onboarding SpecialistWe are looking for a highly skilled Client Onboarding Specialist to join our team in Central London. As a key member of our client onboarding process, you will be responsible for ensuring a smooth transition for new clients.About the RoleProvide exceptional customer service and support to clients throughout the onboarding...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom IFM Investors Full timeJob DescriptionWe are seeking a highly skilled Client Onboarding Specialist to join our team at IFM Investors. As a key member of our operations team, you will be responsible for managing the end-to-end operational client onboarding process.Your primary objective will be to ensure the timely and efficient onboarding of new clients, providing exceptional...
-
Client Onboarding Project Specialist
1 week ago
London, United Kingdom Jameson Legal Full timeClient Onboarding Project Specialist - UK/Scotland/London A leading, global law firm is looking to hire a client onboarding project specialist to join their onboarding function in Scotland (preferably) or London. Working closely with the client onboarding project manager, your main responsibility will be to ensure the seamless execution of onboarding...
-
Client Onboarding Specialist
7 months ago
London, United Kingdom F5 Full time**Sales Operations and Onboarding Specialist** - **Junior - Mid Level**: - **£33,000 - £38,000 per annum**: - **Central London (Hybrid working, 2-3 days in the office)**: - **FinTech** A well-established FinTech company have an opening to join their Sales Operations team. The main responsibilities include overseeing the end-to-end onboarding process...
-
Client Onboarding Specialist
2 weeks ago
London, Greater London, United Kingdom WITHERS LLP Full timeJob Title: Client Onboarding SpecialistLocation: London, UKThis is a role responsible for all billing and client onboarding tasks for an allocated number of partners and their clients. The role will be client-facing and will also work closely with the Finance and Risk & Compliance teams.The successful candidate will have strong verbal and written...
-
Client Onboarding Specialist
4 days ago
London, Greater London, United Kingdom Kite Human Capital Full timeKite Human Capital is seeking a Client Onboarding Specialist to undertake all KYC/AML due diligence across various product lines. The ideal candidate will have experience in onboarding/CDD roles and knowledge of KYC/AML regulations.About the RoleThis role involves actively identifying and investigating potential "red flags" and assisting with project-based...
-
Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom Reimin Reid Recruitment Ltd Full timeReimin Reid Recruitment Ltd is currently seeking a skilled Client Onboarding Specialist to join their team. In this role, you will be responsible for client adoption and onboarding, 'churn mitigation', relationship building, and retention.The ideal candidate will have:2-5 years of customer success/account management experience in a SaaS environmentKnowledge...
-
Client Onboarding Specialist
2 weeks ago
London, Greater London, United Kingdom Mourant Group Full timeJob OverviewWe are seeking a highly motivated and detail-oriented professional to join our dedicated team at the Mourant Group. As a Client Onboarding Specialist, you will play a pivotal role in supporting client on-boarding and ensuring compliance with client due diligence (CDD) processes across multiple jurisdictions.
-
Client Onboarding Specialist
4 days ago
London, Greater London, United Kingdom Westpac Group Full timeAs a Client Onboarding Specialist with Westpac Group, you will play a crucial role in facilitating the onboarding of customers and ensuring that all necessary regulatory requirements are met. This is an excellent opportunity to develop your skills and expertise in the Banking industry, working with a range of corporate and institutional banking products.The...
-
Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom Q Networkers Ltd Full timeAbout the CompanyQ Networkers Ltd is a leading provider of financial services, dedicated to delivering exceptional results for our clients. We are seeking a Client Onboarding Specialist to join our team, responsible for ensuring smooth and efficient client onboarding processes.The ideal candidate will possess strong organisational and communication skills,...
-
Client Onboarding Project Specialist
2 weeks ago
London, United Kingdom Jameson Legal. Full timeClient Onboarding Project Specialist - UK/Scotland/LondonA leading, global law firm is looking to hire a client onboarding project specialist to join their onboarding function in Scotland (preferably) or London. Working closely with the client onboarding project manager, your main responsibility will be to ensure the seamless execution of onboarding...
-
Client Onboarding
2 weeks ago
London, United Kingdom eFinancial Careers Full time**Client Onboarding & Periodic Review Specialist, Financial Crime, Private Bank** **The Client**: Our client is a UK Private Bank with International exposure and varied activities in banking, financial planning and investment management. **The Role**: The Client Onboarding & Periodic Review Specialist will work closely with the front office Relationship...
-
Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom Aquent Full timeJob Title: Client Onboarding SpecialistWe are looking for a skilled professional to assist clients in achieving their goals through our company's email marketing tools and services.This role requires strong technical integration skills, excellent communication skills, and the ability to guide clients through the onboarding process.The ideal candidate will...
-
Prime Brokerage
1 week ago
London, United Kingdom Huntswood Full timeOur client, a leading banking business, has an immediate opening for a Client Onboarding specialist to join the Prime Brokerage business. The Client Onboarding specialist will be responsible for - Supporting the onboarding of new clients onto the platform - Liaison with client services to ensure all relevant information is available to onboard new...
-
Head of Client Onboarding
4 days ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeWe are looking for an experienced professional to join our team as Head of Client Onboarding. This role will be responsible for leading a team of onboarding specialists, ensuring that all client cases are processed efficiently and effectively.You will work closely with our Sales team to understand customer needs and develop strategies to meet those needs....
-
Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom IFM Investors Full timeJob OverviewIFM Investors is a leading private markets manager with a focus on infrastructure and capabilities in unlisted and listed equity, private equity and debt. We manage AU$218.3bn across all asset classes on behalf of 717 institutional clients. Our global network helps us uncover opportunities, and our reach, reputation and relationships mean we can...
-
Client Onboarding Specialist
3 weeks ago
London, Greater London, United Kingdom EmpowerRD Full timeWe are an innovative organisation that invests in innovation in our technology, processes, and ourselves. We are market leading in our thinking and services, driven by data.Job OverviewEmpowerRD is seeking a Client Onboarding Manager to join our team. The successful candidate will play a crucial role in implementing our onboarding strategy, ensuring our...
-
Client Onboarding Specialist
4 days ago
London Area, United Kingdom Kite Consulting Group Full timeCompany OverviewKite Human Capital is a leading consulting firm that specializes in providing exceptional recruitment services to top financial institutions. Our clients value our commitment to delivering high-quality talent that meets their unique needs.Job SummaryWe are seeking an experienced Client Onboarding Specialist to join our team and work on a...
-
Sr Client Onboarding Specialist
7 months ago
London, United Kingdom FIA Tech Full time**Job Title**:Sr Client Onboarding Specialist **Company**:FIA Tech **Location**:London, United Kingdom **About US**: FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of eleven leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and...