Client Onboarding Specialist

2 weeks ago


London, United Kingdom Britannia Global Markets Limited Full time

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...



  • London, United Kingdom CSC (Corporation Service Company) Full time

    **_Do you enjoy analyzing data and problem solving? _** **_Do you enjoy interacting with customers and internal teams? _** **_Are you interested in supporting a global business? _** We have an exciting opportunity for an Onboarding Specialist for the Digital Brand Services Sales Enablement team. The Onboarding Specialist will work directly with our Sales,...


  • London, United Kingdom Carr Lyons Search and Selection Full time

    As an Onboarding Specialist AVP you will be responsible for: - Aiding in the onboarding and KYC screening of high risk FI clients. - Co-ordinating responses to KYC requests - Corodinating between internal teams - Day-to-day KYC and specialist onboarding duties


  • London, United Kingdom LGBT Great Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented. Our client values diversity in the...


  • London, United Kingdom LGBT Great Careers Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team.As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented. Our client values diversity in the...


  • London, United Kingdom LGBT Great Careers Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented. **Key remits** - Obtain approval for fee...


  • London, United Kingdom Ad Idem Consulting Full time

    Job Description Trading Counterparty Onboarding Specialist: Our client is a global trading firm dealing in Equities, Fixed Income, Derivatives, ETFs, Commodities, FX and Crypto Currencies. This team is responsible for managing all counterparty onboarding processes from front-to-back to facilitate new trading activity and to improve existing trading...


  • London, United Kingdom Aztec Full time

    Reports to Operations Manager - Client Onboarding With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence. The individual will be responsible...


  • London, United Kingdom IFX Payments Full time

    **Role**: As the Compliance Specialist you will support the IFX business predominantly the Onboarding team servicing mainly corporate clients. You will work directly with the Due Diligence Manager and Sales/Client Relationship managers that are responsible for the client relationships to complete client KYC adoptions and reviews, ensuring strict adherence...


  • London, United Kingdom Mayford James Full time

    US Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. The role is very diverse covering the end to end onboarding process from coordinating the contract negotiations, investment...


  • London, United Kingdom Mayford James Full time

    Job DescriptionUS Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates.The role is very diverse covering the end to end onboarding process from coordinating the contract...


  • London, United Kingdom Mayford James Full time

    US Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. The role is very diverse covering the end to end onboarding process from coordinating the contract negotiations, investment...


  • London, United Kingdom Mayford James Full time

    US Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates.Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing...


  • London, United Kingdom Vantage Point Full time

    Vantage Point is a leading consultancy in the Financial Services industry, specialising in areas such as client onboarding, process engineering, data operations, regulatory compliance, and risk management. We are currently seeking an experienced, highly skilled End-to-End Client Onboarding Expert to join our team.As an End-to-End Client Onboarding Expert at...

  • Onboarding Specialist

    3 weeks ago


    London, United Kingdom Brooke Harrison Recruitment Full time

    Job Title: Compliance Onboarding Specialist Location: Central London (Office-based) A leading property finance lender, specialising in bridging loans (Regulated & Unregulated and BTL). Proud to have assisted numerous property professionals, business owners, and individuals with their finance requirements. About the role : We are looking for a Onboarding...


  • London, United Kingdom LGBT Great Careers Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team.As a Client Services and Derivatives Onboarding Specialist you will be the central point of contact for all aspects of client on- boarding/account opening and aligned with clients or specific sales desks to ensure an effective and...


  • London, United Kingdom LGBT Great Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. As a Client Services and Derivatives Onboarding Specialist you will be the central point of contact for all aspects of client on- boarding/account opening and aligned with clients or specific sales desks to ensure an effective...


  • London, United Kingdom Advantage Resourcing Full time

    **Client Onboarding Executive - £33,000 per annum plus 10% bonus** **London 3 days in office/2 days WFH** A leading financial services organisation based in London are offering an excellent opportunity for a Client Onboarding Executive to be part of a dynamic and collaborative team. As an Onboarding SME you will: - Take ownership and accountability of the...


  • London, United Kingdom Mayford James Full time

    The role is very diverse covering the end to end onboarding process. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds.  Understanding clients requirements ensuring these are understood by key stakeholder and ensure the process is managed through a disciplined approach.  Liaising with both the client,...


  • London, United Kingdom BRUIN Financial Full time

    Permanent - london, **Ref**: 37307 London, UK Client Onboarding Associate Bruin has partnered with a boutique wealth manager who is seeking a Client Onboarding Associate to join their team. Our client is embarking on an exciting journey of digital transformation and process optimisation. They are dedicated to providing exceptional service to their clients...


  • London, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...