Client Onboarding Specialist

1 month ago


London, Greater London, United Kingdom Taylor James Resourcing Full time
Job Overview

We are seeking a skilled Client Onboarding Specialist to join our team at Taylor James Resourcing. As a key member of our Private Client team, you will be responsible for delivering high-quality client service and suggesting improvements to working practices.

Main Responsibilities:
  • Client Requirements Discussion: Discuss client needs, arrange account openings, and liaise with internal and external teams.
  • Account Maintenance: Maintain existing client accounts, including AML reviews, agreement amendments, sub-account management, and record keeping.
  • Custodial Matters: Liaise with third parties for custodial matters and derivative/FX account openings.
  • Data Administration: Administer client data on internal and external systems.
Required Skills:
  • Technical knowledge of Client take-on in Asset Management.
  • Strong understanding of Asset Management company structure and organization.
  • Familiarity with investment instruments, securities, corporate actions, and capital gains tax rules.

The ideal candidate will have excellent communication skills and the ability to work closely with Investment Managers. Estimated salary: £45,000 - £60,000 per annum.



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