Control & Monitoring Specialist - Client Onboarding

We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...

We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...

Client Onboarding Salary – Up to £70,000Location – VictoriaClient Delivery is to be a newly formed department created within the wider Operations function. The Client Delivery team will have a mandate to focus on an improved customer onboarding process and experience for clients. To achieve this objective required an experienced Client Onboarding...

The role is very diverse covering the end to end onboarding process. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring these are understood by key stakeholder and ensure the process is managed through a disciplined approach. Liaising with both the client, their...

Meraki Talent are delighted to be supporting a leading Investment Manager, Specialising in Investment solutions for Private Investors, charities and Institutional Clients with appointment of an Senior Client Lifecycle Specialist on an initial 12-month basis . The role holder long term objective would be to support the Client Lifecycle Team to improve the...

Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.Responsibilities...

Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.Responsibilities...

The role is very diverse covering the end to end onboarding process from coordinating the contract negotiations, investment guidelines and leading a solution to ensure the client service deliverables are met. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring...

Contract: 12 months (inside IR35) Location: London, UK Flexi: Hybrid (2 days per week onsite max) Summary The role is responsible for: Perform end-to-end orchestration across all processes and services managed by Client Management Engage clients throughout process, ensuring seamless delivery and client experience Own and drive execution of processes,...

Contract: 12 months (inside IR35) Location: London, UK Flexi: Hybrid (2 days per week onsite max) Summary The role is responsible for: Perform end-to-end orchestration across all processes and services managed by Client Management Engage clients throughout process, ensuring seamless delivery and client experience Own and drive execution of processes,...

Company Global Asset Manager Role Working closely with distribution, third parties and other functional areas to ensure delivery of all required activities operating as central project manager for the onboarding, transition, or fund launch Ensure quality and consistency of the client lifecycle process including project planning and delivery of new client...

The Compliance Monitoring Officer plays a critical role in ensuring the adherence of the brokerage firm to regulatory requirements and internal policies. This position involves undertaking compliance monitoring in accordance with the task driven schedule outlined in the Compliance Monitoring Program.Key Responsibilities:Assist in the design and...

Some key Responsibilities: Member of the Fund Operations Team who are responsible for overseeing the day to day service provider operations for the UCITS, QIAIF and Alternatives (ELTIFs) platforms Manage the relationships of the extensive network of global distribution platforms that the business deals with through Distributor onboarding and continued...

Some key Responsibilities: Member of the Fund Operations Team who are responsible for overseeing the day to day service provider operations for the UCITS, QIAIF and Alternatives (ELTIFs) platforms Manage the relationships of the extensive network of global distribution platforms that the business deals with through Distributor onboarding and continued...

SALARY - 50-60KThe CompanyA highly regarded and prestigious Private Bank based in LondonThe Role The Client Onboarding Associate will work to assist in new account openings, ensuring that account opening documents and client KYC & AML due diligence meets UK and local Booking Centre requirements in preparation for review submission. The Client Onboarding...

SALARY - 50-60KThe CompanyA highly regarded and prestigious Private Bank based in LondonThe Role The Client Onboarding Associate will work to assist in new account openings, ensuring that account opening documents and client KYC & AML due diligence meets UK and local Booking Centre requirements in preparation for review submission. The Client Onboarding...

Our client is a UK based; well-funded, leading global payments solution company regulated by the FCA. They are seeking a Head of Compliance Onboarding to join their fast-growing team in London.This role can NOT sponsor a work visa. Excellent base salary plus bonus and benefits.Key responsibilities:Lead the Compliance Onboarding Team, and Assist the...

KYC Client Onboarding Analyst (Financial Services) Our client, a leading organization in finance, technology and financial news sector, is looking for diligent, highly motivated and talented KYC Client Onboarding Analyst to join a dynamic and thriving Know Your Customer (KYC) team and function. This is an exciting opportunity to contribute to their thriving...

Exciting opportunity for a switched on and ambitious individual to join a top tier Asset Manager. You will operate very closely with clients, distribution, investments and other required areas to ensure activities such as new client mandates, portfolio restructures, asset transitions and fund launches etc. are consistently delivered with 360 responsibility....

The idea candidate will be able to: Lead on complex projects, working with pension schemes, insurance companies, and intermediary clients Project manage client activities and work closely with relevant internal teams to ensure projects are completed promptly. Produce implementation plans and external reports, with a good understanding of the client mandate,...