Senior Account Onboarding Specialist

1 day ago


London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

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:

  1. Conduct thorough quality assurance checks to ensure compliance with regulatory requirements
  2. Confirm client KYC requirements and account opening needs
  3. Risk-assess cases for sanctions and PEPs, ensuring a secure onboarding process
  4. Oversee client take-on processes, maintaining accurate records and ensuring timely completion
  5. Approve service requests, ensuring seamless client experience
  6. 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.



  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Account Onboarding Specialist to join our client's team. As a Senior Account Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for the firm, providing guidance and support to junior team members, and ensuring seamless client take-on...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Account Onboarding Specialist to join our client's team. As a Senior Account Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for the firm, providing guidance and support to junior team members, and ensuring seamless client take-on...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Client Onboarding Specialist to join our team. As a Senior Client Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for our client, a leading private wealth manager.Key Responsibilities:Conduct quality assurance checks to ensure...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Client Onboarding Specialist to join our team. As a Senior Client Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for our client, a leading private wealth manager.Key Responsibilities:Conduct quality assurance checks to ensure...


  • London, Greater London, United Kingdom Lawton Senior Living Full time

    About the RoleWe are seeking a highly skilled Client Experience and Onboarding Specialist to join our team at Lawton Senior Living. As a key member of our organization, you will play a critical role in enhancing the client onboarding experience and ensuring the accuracy and consistency of client data.Key ResponsibilitiesProvide oversight and control at all...


  • London, Greater London, United Kingdom Lawton Senior Living Full time

    About the RoleWe are seeking a highly skilled Client Experience and Onboarding Specialist to join our team at Lawton Senior Living. As a key member of our organization, you will play a critical role in enhancing the client onboarding experience and ensuring the accuracy and consistency of client data.Key ResponsibilitiesProvide oversight and control at all...


  • London, Greater London, United Kingdom Lawton Senior Living Full time

    About the RoleThe Client Experience and Onboarding Specialist will play a critical role in enhancing the client onboarding experience at Lawton Senior Living. This position will be responsible for managing the client onboarding process, ensuring accuracy and consistency of client data, and providing exceptional client service.Key ResponsibilitiesProvide...


  • London, Greater London, United Kingdom Lawton Senior Living Full time

    About the RoleThe Client Experience and Onboarding Specialist will play a critical role in enhancing the client onboarding experience at Lawton Senior Living. This position will be responsible for managing the client onboarding process, ensuring accuracy and consistency of client data, and providing exceptional client service.Key ResponsibilitiesProvide...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    {"title": "Client Account Transitions Specialist", "subtitle": "Join our team and take the next step in your career!", "content": "We are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. As a key member of our team, you will be responsible for ensuring the smooth onboarding of new...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    {"title": "Client Account Transitions Specialist", "subtitle": "Join our team and take the next step in your career!", "content": "We are seeking a highly skilled Client Account Transitions Specialist to join our dedicated Transitions team in investment operations. As a key member of our team, you will be responsible for ensuring the smooth onboarding of new...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Client Onboarding Specialist to join their dedicated Transitions team in investment operations. This is a fantastic opportunity for a motivated individual with 1-2 years of experience in client servicing, middle office, or back office operations to transition into a project...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Client Onboarding Specialist to join their dedicated Transitions team in investment operations. This is a fantastic opportunity for a motivated individual with 1-2 years of experience in client servicing, middle office, or back office operations to transition into a project...


  • London, Greater London, United Kingdom SitePoint Pty Full time

    Senior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...


  • London, Greater London, United Kingdom SitePoint Pty Full time

    Senior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...


  • London, Greater London, United Kingdom SitePoint Pty Full time

    Senior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...


  • London, Greater London, United Kingdom SitePoint Pty Full time

    Senior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking an experienced Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a Client Onboarding Specialist, you will play a critical role in ensuring a smooth and timely transition of new clients into our client's funds.Key Responsibilities:Coordinate and support client transitions into new funds,...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking an experienced Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a Client Onboarding Specialist, you will play a critical role in ensuring a smooth and timely transition of new clients into our client's funds.Key Responsibilities:Coordinate and support client transitions into new funds,...


  • London, Greater London, United Kingdom Northreach Full time

    About the CompanyWe are collaborating with a distinguished financial services organization that excels in enabling smooth monetary transactions and management for a vast number of contented clients. They provide a variety of award-winning solutions for economical multi-currency transactions, encompassing travel funds, remittances, currency risk management,...


  • London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Senior KYC SpecialistWe are seeking a highly skilled Senior KYC Specialist to join our team at Hays Specialist Recruitment Limited. As a Senior KYC Specialist, you will be responsible for taking full ownership of client onboarding for our innovative private wealth manager client.Your key tasks will include conducting quality assurance checks, confirming KYC...