Client Onboarding Associate

1 week ago


London, Greater London, United Kingdom IFM Investors Full time

About Us


IFM Investors is a private markets manager with a focus on infrastructure, capabilities in unlisted and listed equity, private equity, and debt. We have a global network that helps us uncover opportunities.


We do this by investing, owning, and financing the assets our clients and their beneficiaries rely on to live their lives.


From energy storage to data storage, we invest in what matters: real assets that will serve society's needs for decades to come and seek to deliver for clients the positive outcomes they need.


The Client Onboarding Associate role is responsible for:


  1. Liaise with and respond to client queries in relation to the onboarding process and progress
  2. Track and manage the end-to-end client onboarding process
  3. Lead and manage client restructures and major change events
  4. Validate client FATCA and CRS forms
  5. Complete preliminary review of investor legal documents
  6. Perform AML/KYC risk assessment and provide AML/KYC oversight
  7. Cross-reference AML/KYC data against all investor documents
  8. Perform static data maintenance in CRM
  9. Support the Manager - Client Service in the management of the client onboarding workflow and prioritization of key activities
  10. Support client data remediation activities related to onboarding
  11. Support compliance filings
  12. Support internal and external audits
  13. Support other areas of the business on a needs basis


  • London, Greater London, United Kingdom Barings Full time

    At Barings, we value our associates as much as our clients. We recognize and reward those who demonstrate personal and professional integrity, effective communication, and expertise in specific strategies. We invite you to explore our current employment opportunities.Job SummaryBarings is seeking a professional to assist its global client onboarding...


  • London, Greater London, United Kingdom Barings Full time

    At Barings, we value our associates as much as our clients. We recognize and reward those who demonstrate personal and professional integrity, effective communication, and expertise in specific strategies. Our ideal candidate will have a strong ability to collaborate as a team member and prioritize the interests of our clients.We invite you to explore our...


  • London, Greater London, United Kingdom Delta Capita Full time

    About the RoleWe are seeking a Client Onboarding Specialist to join our Client Lifecycle Management (CLM) team. As a key member of our team, you will be responsible for coordinating the front-to-back client onboarding journey, ensuring KYC and regulatory due diligence, and account set up is completed in a timely manner.Key ResponsibilitiesBe the dedicated...


  • London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time

    About Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. Our team is dedicated to providing exceptional client service and delivering high-quality investment solutions.Job DescriptionWe are seeking a highly skilled Client Onboarding Manager to join our Global...


  • London, Greater London, United Kingdom Insignis Cash Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our Client Onboarding Team as a Client Onboarding Analyst. As a key member of our team, you will play a critical role in ensuring the effective onboarding of clients and the management of their ongoing relationships.Key ResponsibilitiesConduct thorough client due diligence,...


  • London, Greater London, United Kingdom Copper Full time

    About the RoleCopper is seeking a highly skilled Client Onboarding Specialist to join our Revenue Department. As a key member of our team, you will be responsible for guiding clients through the onboarding process, ensuring a seamless transition onto our platform.Key ResponsibilitiesPartner with Sales to drive and monetize the pipeline, ensuring revenue...


  • London, Greater London, United Kingdom Talan Full time

    About TalanTalan is a leading consulting firm with a presence on four continents and a headcount of 5000 consultants. Our ambition is to reach the billion turnover by the end of 2025.Job OverviewWe are seeking a Client Onboarding Specialist to join an Investment Banking client in Central London. This role will involve working on contract/FTC till the end of...


  • London, Greater London, United Kingdom Jupiter Asset Mgmt Full time

    Client Onboarding SpecialistWe are seeking a skilled Client Onboarding Specialist to join our team at Jupiter Asset Mgmt. As a key member of our client delivery team, you will be responsible for ensuring a seamless onboarding experience for our clients.Key Responsibilities:Project manage internal business partners to ensure timely and effective client...


  • London, Greater London, United Kingdom Michael Page Full time

    At Michael Page, we are seeking a skilled Client Onboarding Specialist to join our team in London. As a key member of our Risk and Compliance department, you will be responsible for implementing and maintaining KYC client onboarding processes for our client base.Key Responsibilities:Ensure compliance with all relevant regulations and industry standardsWork...


  • London, Greater London, United Kingdom Barings Full time

    At Barings, we're committed to delivering exceptional client experiences through our global client onboarding function. We're seeking a skilled professional to join our team and drive the end-to-end implementation process for new separately managed client accounts and fund onboardings.Key ResponsibilitiesFacilitate post-sale client coverage and coordinate...


  • London, Greater London, United Kingdom Buckden Partners Full time

    Client Services AssociateWe are seeking a highly motivated and experienced Client Services Associate to join our Corporate & Investment Banking division. The ideal candidate will have a strong understanding of financial markets and funds, as well as experience in managing client onboarding and offboarding processes.Key Responsibilities:Manage and oversee the...


  • London, Greater London, United Kingdom eFinancialCareers Full time

    Job Title: KYC/Client Onboarding ExpertJob Summary:We are seeking a highly skilled KYC/Client Onboarding Expert to join our team. As a key member of our onboarding process, you will be responsible for ensuring seamless client onboarding and compliance.Key Responsibilities:Take ownership of client onboarding and KYC tasksWork closely with clients, advisors,...


  • London, Greater London, United Kingdom eFinancialCareers Full time

    Job Title: KYC/Client Onboarding SpecialistJob Summary: We are seeking a highly skilled KYC/Client Onboarding Specialist to join our team at eFinancialCareers. As a key member of our client onboarding process, you will be responsible for taking ownership of all client onboarding and KYC tasks.Key Responsibilities:Take front to back ownership for all client...

  • Senior Associate

    4 weeks ago


    London, Greater London, United Kingdom https:jobs-redefined.cositemap Full time

    Explore our opportunity in Client Account Services TeamAs a Client Account Services - Onboarding Project Manager Senior Associate in Client Account Services (CAS), you will be responsible for the team's governance, oversight, and reporting across four functional verticals to ensure consistency and timely program delivery in support of the largest outsourced...


  • London, Greater London, United Kingdom eFinancialCareers Full time

    Job Title: KYC/Client Onboarding SpecialistWe are seeking a highly skilled KYC/Client Onboarding Specialist to join our team.About the RoleThis is a key position within our organization, responsible for ensuring seamless client onboarding and KYC processes.Key ResponsibilitiesDevelop and implement effective client onboarding strategiesCollaborate with...


  • London, Greater London, United Kingdom Houst Full time

    We're Houst, a professional management service for properties. Our mission is to make hosting on websites hassle-free for everyone using technology to disrupt the short-term accommodation sector.The Client Onboarding Specialist is the main point of contact with our new clients, ensuring their onboarding experience is outstanding. The key responsibilities...


  • London, Greater London, United Kingdom State Street Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Coordinator to join our team at State Street Global Advisors. As a key member of our team, you will be responsible for the planning, coordination, and efficient implementation of new business and change activities. This will involve working closely with internal and external stakeholders to...


  • London, Greater London, United Kingdom Page Personnel Finance Full time

    Client Onboarding RolePage Personnel Finance is seeking a highly detail-oriented Client Onboarding Analyst to join their team in central London. As a Client Onboarding Analyst, you will be responsible for leading end-to-end onboarding processes, ensuring a seamless experience for clients by managing document collection, verification, and account setup.Key...


  • London, Greater London, United Kingdom Barings Full time

    At Barings, we strive to build long-term relationships with our clients. To achieve this, we are seeking a skilled professional to join our team as a Client Onboarding Manager. This individual will be responsible for facilitating the post-sale client coverage process, ensuring a seamless experience for our clients.Key Responsibilities:Coordinate internal...


  • London, Greater London, United Kingdom Black Swan Group Full time £40,000 - £50,000

    Job Title: Client Onboarding Project SpecialistBlack Swan Group, a leading hedge fund based in London, is seeking a highly skilled Client Onboarding Project Specialist to join their Client Operations team. This is a fantastic opportunity to work on a strategic business project and take ownership of client onboarding, ensuring all due diligence and business...