Senior Account Onboarding Specialist
1 day ago
We are seeking a highly skilled Senior Account Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a key member of our wealth management team, you will be responsible for ensuring seamless client onboarding processes for our private wealth manager client.
Key Responsibilities:
- Conduct thorough quality assurance checks to ensure compliance with regulatory requirements
- Confirm client KYC requirements and account opening needs
- Risk-assess cases for sanctions and PEPs, ensuring a secure onboarding process
- Oversee client take-on processes, maintaining accurate records and ensuring timely completion
- Approve service requests, ensuring seamless client experience
- Participate in team projects, contributing to the development of best practices and process improvements
Requirements:
To be considered for this role, you must have a strong background in wealth or asset management, with expertise in KYC, AML, and account opening. Our client offers a collaborative work environment that promotes work-life balance and supports personal development and career advancement.
What We Offer:
A competitive salary, bonus, and benefits package, as well as opportunities for professional qualifications, hybrid working options, and career growth.
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