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Client Onboarding Specialist

2 months ago

London, Greater London, United Kingdom Oval Recruit Ltd. Full time £42,000 - £45,000
Client Onboarding Associate

Reporting to the Head of Client Services, this role is a key position within the Client Services function, with a focus on KYC and AML Account Onboarding.

Key Responsibilities:
  • Perform client onboarding and AML checks for new clients
  • Review application documents, ensuring AML documents are correct and certified up to specified standards, including source of wealth checks and reviewing suitability advice
  • Work closely with all Wealth Managers and Associates to ensure proper compliance
  • Quality assurance checks on all new accounts
  • Confirm KYC requirements and account opening needs of new custodiams
  • Risk assessment of new clients, review for sanctions, negative press or PEP's as per AML guidelines
  • Work on a variety of financial services products, including both onshore and offshore providers
Requirements:
  • Proven Client Onboarding experience gained from within a Wealth, Investment, Private Banking or Platform environment
  • Experience of KYC and AML onboarding
  • Strong team player, with the ability to help mentor more junior team members

Basic salary of up to £45,000 + excellent package and bonus