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Client Onboarding

3 months ago

London, UK, United Kingdom Rothstein Recruitment Full time

Client Onboarding - Private Banking


We are looking for an intelligent candidate who has experience in client onboarding from a document perspective, with knowledge of account types and therefore the regulatory and Bank standard documents that are required for such accounts.


You will work to assist in new account openings, ensuring that all account opening documents are properly prepared to meet both UK and local Booking Centre requirements in preparation for review submission. You will work closely with client facing teams (Relationship Managers, Assistant Relationship Managers) to ensure excellent client experience in the onboarding process and a smooth onboarding process.

  • Primary point of contact for RM Teams and Onboarding Specialists for account opening documents (AOD) and account openings of client relationship
  • Assist RM Teams and Onboarding Specialists in the creation of account opening packs to ensure completeness
  • Performing a full review of the account opening documentation (AOD) to ensure it is compliant with UK and specific Booking Centre requirements. A formal review will be undertaken to ensure (i) the correct version of the document is signed, all the required fields have been completed, and (ii) that the information entered is correct and consistent across all documents provided (identification documents, corporate documents etc.)
  • Evaluate and understand complex structures with two or more intermediate levels of ownership (in particular Trust, Foundation, Charities and Domiciliary company accounts) to ensure account opening documentation proceeds in line with the legal entity and CDB regulations
  • Liaise with internal stakeholders, such as the Wealth Planning team, and third party providers (SIPPs and Bonds administrators) to ensure a smooth onboarding process and account maintenance for wrapper accounts
  • Assist the Relationship Management teams during various changes in circumstances on an existing clients account (also known as Trigger Events) or account closing
  • Ensure account opening submissions to Booking Centre are handled in a timely manner, in line with specific booking centre requirements
  • Maintaining accurate and complete records of client onboarding data / documentation in the CRM system
  • Undertake additional clarifications (with client facing teams or the Compliance Department) if required and assist in the escalation of potentially identified elevated AML risks, potential suspicion of money laundering, or unsuitable advice