Client Onboarding

3 weeks ago


London, United Kingdom eFinancial Careers Full time

Meraki Talent has been engaged to recruit a key role within the newly created Client Onboarding team of a respected Private Client Investment Manager. The company are operating a hybrid working model and place great value on staff welfare.
The role will directly support the client onboarding and lifecycle journey with a diverse range of responsibilities and tasks:

- Assist the business and senior members of the team to provide oversight and control at all stages of the client onboarding journey
- Facing off with all areas of the business internally and, importantly, with clients directly to guide them through their onboarding.
- Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients.
- Maintain control of the client static data to ensure its accuracy at both onboarding and throughout the client relationship whilst considering the effects of data changes within the systems from a regulatory perspective



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