Client Onboarding Specialist

2 days ago


London, Greater London, United Kingdom IFM Investors Full time
Job Description

We are seeking a highly skilled Client Onboarding Specialist to join our team at IFM Investors. As a key member of our operations team, you will be responsible for managing the end-to-end operational client onboarding process.

Your primary objective will be to ensure the timely and efficient onboarding of new clients, providing exceptional client service and ensuring compliance with regulatory requirements.

The ideal candidate will have 5+ years of experience in client onboarding, tax services, or AML/KYC compliance roles within the financial services industry, with a strong background in institutional FATCA and CRS validation.

You will work closely with our Client Service team to manage the onboarding workflow and prioritize key activities, ensuring seamless communication with clients and internal stakeholders.

Key Responsibilities:

  • Liaise with clients to gather required documentation and information
  • Validate client FATCA and CRS forms
  • Perform AML/KYC risk assessment and provide oversight
  • Track and manage the end-to-end client onboarding process

We offer a competitive salary of $80,000 - $110,000 per annum, depending on experience, plus generous leave entitlements and flexible working arrangements.

In return for your hard work and dedication, you will enjoy a dynamic and inclusive work environment, opportunities for professional growth and development, and the chance to make a meaningful impact in the financial services industry.



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