Client Onboarding Specialist

3 weeks ago

London, Greater London, United Kingdom Q Networkers Ltd Full time
About the Company

Q Networkers Ltd is a leading provider of financial services, dedicated to delivering exceptional results for our clients. We are seeking a Client Onboarding Specialist to join our team, responsible for ensuring smooth and efficient client onboarding processes.

The ideal candidate will possess strong organisational and communication skills, with the ability to work effectively under pressure. They will need to liaise closely with internal teams and third parties to ensure efficient client onboarding while following AML and acceptance procedures.

Main Responsibilities:

  • Processing new client applications;
  • Undertaking AML and KYC checks in line with the company's policy and legal requirements;
  • Completing risk assessments on new clients and following escalation procedures for high-risk clients;
  • Dealing with all incoming enquiries regarding client applications;
  • Producing and sending acknowledgement letters and cancellation notices to successful applicants;
  • Liaising with Finance and Sales teams daily;
  • Regularly liaising with 3rd parties such as the Receiving Agent and the Registrar to discuss applications and fund allotments;
  • Assisting the Investor Relations team with administrative tasks and answering queries from existing clients;
  • Maintaining process and procedure notes in relation to the onboarding procedures;
  • Updating and maintaining the internal CRM system on a regular basis;
  • Attending regular product, fund, and compliance training.

Requirements:

  • Excellent communication skills, both written and verbal;
  • Exceptional attention to detail;
  • Ability to plan, organise, and prioritise workload and work effectively under pressure;
  • Takes responsibility for own personal development and helps others to achieve their potential;
  • Basic knowledge and understanding of retail investment products and AML procedures (preferable);
  • Graduate or minimum 1-2 years' work experience;
  • Strong Microsoft Word and Excel skills;

Salary: £35,000 - £45,000 per annum depending on experience.

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