Client Onboarding Executive

4 days ago

London, United Kingdom Page Personnel Full time

Develop experience within a reputable financial services environmentWork collaboratively, gaining exposure across key business areasAbout Our ClientThe client is a well-established investment management firm in the City of London with a strong focus on retail investor relations. 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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