Client Onboarding Executive

2 weeks ago

London, United Kingdom Page Personnel Full time

Develop valuable experience in investments, VCTs and moreWork collaboratively across key business areasAbout Our ClientThe client is a well-established investment management firm based in the City of London. They are committed to diversity, equity, and inclusion, and pride themselves on fostering a workplace where innovation, fairness, and collaboration thrive.Job DescriptionThe duties of the Client Onboarding Executive include:* 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.* Where necessary, requesting additional information regarding client applications via email.* Handling incoming enquiries regarding client applications via email and telephone, to a high quality in line with target response times.The Successful ApplicantThe ideal candidate will be detail-oriented, organised, and proactive, with excellent communication and interpersonal skills. They will have 1-2 years of relevant experience, preferably with knowledge of AML procedures and retail investment products, and be proficient in Microsoft Word and Excel. A strong ability to prioritise tasks, maintain accuracy under pressure, and work collaboratively with colleagues is essential.What's on OfferThe Client Onboarding Executive role offers the opportunity to join a professional and supportive financial services environment that values development, inclusion, and excellence. The candidate will gain exposure to a range of investment products and compliance processes while contributing to the delivery of exceptional client service.

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