Client Onboarding Associate
3 weeks ago
London
- Role Description
As a fast-growing company of over three hundred people, we are looking for someone to join our Client Onboarding function in the Client Operations team in London to assist in all activities relating to onboarding new client accounts, as well as providing support to investors making direct investments into our pooled vehicle fund offerings.
Position Responsibilities and Attributes
- Work with other members of the Client Operations team and the Compliance team onboarding new client accounts. Tasks will include but will not be limited to:
- Preparation of the Partners Capital management agreement and associated account opening documentation
- Reviewing different client account structures and reviewing Know Your Client (KYC) documentation
- Ensuring Anti-Money Laundering (AML) and Financial Crime requirements regulations are adhered to
- Performing key controls such as PEP and Sanctions screening, vetting the positive and false positive alerts and recording the information in the relevant system for on-going monitoring.
- Internal account set up and logging of client information
- Client third party account set-up (e.g., custodian, brokerage)
- Partners Capital client portal account set-up
- Maintaining and logging all client documentation - electronic and physical copies
- Facilitate account restructurings and ensuring all necessary documentation is in place.
- Assist with the population and development of internal client information databases and Tax Reporting (CRS/FATCA/DAC6).
- Monitor KYC documentation and communicate when documentation refreshes are required. This involves working closely with and providing guidance to the wider client services team.
- Ensure that regulatory and compliance rules are adhered to, especially around KYC and AML.
- Work with the manager responsible for account onboardings with the implementation of initiatives to increase operational efficiency. This may include setting up accounts with new third-party providers or amending the operational set-up.
If you believe you have some (or all) of these attributes and are looking to fulfil your potential in an engaging role with an excellent long-term career progression in a growing firm, we encourage you to apply.
- Interest in Anti Money Laundering, Financial Crime and financial regulation
- Good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook
- Comfortable working with detailed documentation
- Articulate self-starter with excellent communication skills
- Flexible, entrepreneurial approach and an appetite for challenge
- Highly organised and able to prioritise daily workloads whilst working efficiently and accurately under pressure
- Ability to multi-task in a fast-paced investment environment
- Ability to demonstrate a high level of attention to detail
- Have a high degree of integrity and professionalism, be a collaborative “team player”, have empathy towards colleagues and clients
- Comfortable receiving and providing feedback
Remuneration and Benefits
The salary is competitive and includes performance bonus as well as a company bonus. You can also expect:
- Time off for volunteering and charitable giving
- Life insurance, income protection insurance, company pension contribution, flu vouchers and health insurance cover.
- Hybrid working, minimum three days a week in the office
- Cycle to work scheme and secure workplace bike parking
- Coffee, tea, fruit, snacks and breakfast cereals
- Team lunches and social activities including summer and Christmas events
- The opportunity to invest in the company’s investment vehicles
- Professional development, coaching, mentoring and career progression opportunities.
Contact Details
-
Client Onboarding Associate
1 month ago
London, United Kingdom BRUIN Financial Full timePermanent - 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...
-
Client Onboarding Associate
1 month ago
London, United Kingdom Kite Group Full timeClient Onboarding Associate - Investment Management Reference ID : 8252Budget : £30,000 to £35,000 Our client, a financial firm are looking to hire a Client Onboarding associate to join their team of 4. They are looking for candidates with at around 2-5 years of experience of Client Onboarding in a financial services company. Permanent – Hybrid...
-
Associate, Client Onboarding
1 month ago
London, United Kingdom CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Onboarding Associate, Private Banking
2 hours ago
London, United Kingdom JJ Search Full timeThe Company A highly regarded and prestigious Private Bank based in London The Role The Client Onboarding Associate will work to assist in new account openings, ensuring that account opening documents and client KYC & AML due diligence meets UK and local Booking Centre requirements in preparation for review submission. The Client Onboarding...
-
Senior Associate
1 month ago
London, United Kingdom Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Administrator - Client Onboarding ›
1 month ago
London, United Kingdom Aztec Full timeReports 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...
-
Client Onboarding Manager
2 weeks ago
London, United Kingdom Mayford James Full timeUS 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...
-
Client Onboarding Manager
2 weeks ago
London, United Kingdom Mayford James Full timeUS 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...
-
Client Onboarding Manager
2 weeks ago
London, United Kingdom Mayford James Full timeJob 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...
-
Client Onboarding Manager
2 days ago
London, United Kingdom Mayford James Full timeJob Description 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...
-
Client Onboarding Expert
4 weeks ago
London, United Kingdom Vantage Point Full timeVantage 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...
-
Client Onboarding Manager
2 weeks ago
London, United Kingdom Mayford James Full timeThe 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,...
-
Client Onboarding Manager
2 weeks ago
Greater London, United Kingdom Mayford James Full timeUS 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...
-
Client Onboarding Manager
2 weeks ago
Greater London, United Kingdom Mayford James Full timeUS 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...
-
Client Onboarding Manager
2 weeks ago
Greater London, United Kingdom Mayford James Full timeUS 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...
-
Client Onboarding Specialist
2 days ago
London, United Kingdom Goodman Masson Full timeWe currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for:Responsible for front to back Onboarding of new and existing clientsClient case management, including updates and query...
-
Client Onboarding Manager
1 day ago
Greater London, United Kingdom Mayford James Full timeUS 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...
-
Client Onboarding Specialist
22 hours ago
London, United Kingdom Goodman Masson Remote Work Freelance Full timeWe currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clientsClient case management, including updates and query...
-
Client Onboarding Specialist
2 days ago
London, United Kingdom Goodman Masson Full timeWe currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...
-
Client Onboarding Specialist
2 days ago
London, United Kingdom Goodman Masson Full timeWe currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...