Customer Onboarding Expert

5 days ago

London, Greater London, United Kingdom Cameron Kennedy Full time
About the Role

Cameron Kennedy is seeking a highly skilled Customer Onboarding Expert to join our team. As a key member of our Client Services department, you will be responsible for ensuring a seamless onboarding experience for our clients.

Key Responsibilities
  • Lead and perform retail customer and corporate client onboarding, ensuring that the appropriate customer due diligence is carried out per our risk management framework.
  • Identify AML and regulatory requirements required to complete relevant client know your customer (KYC) checks on applications while screening and reviewing subsequent documentation as part of client risk assessment process.
  • Deal with a wide range of client inquiries and concerns, providing timely and courteous responses.
  • Manage and record all complaints in relation to our products/service, liaising with the relevant SME to ensure accurate and timely responses.
  • Collate documents for FOS and other external bodies where required, drawing on key information relevant to the complaint.
  • Produce and deliver MI to reflect volumes, trends, and issues to the various committees for discussion.
  • Assist and support the Deputy Head of Client Services in leading and developing KYC/AML-related projects and training, ensuring that procedures, processes, and systems have robust controls and support a positive customer journey.
Requirements
  • Minimum 3 years in customer onboarding within the Financial Services industry.
  • Strong understanding of KYC/AML within the UK financial services and regulatory environment.
  • Able to communicate clearly and precisely in both a written and verbal context.
  • Have CISI qualifications.

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