Senior Client Onboarding Specialist

6 days ago

London, UK, United Kingdom Goodman Masson Full time

I’m working with a leading Investment Manager who are looking to hire a Private Client Onboarding Specialist.


OVERVIEW:

The Primary goal is to enhance the client onboarding experience by managing the process internally and serving as a centre of excellence. The team is also responsible for improving the quality and consistency of data, with a particular focus on the setup and maintenance of client static data, crucial for regulatory compliance and efficiency.

Given the strategic importance of accurate client data, this team will become a critical business resource, supporting both Clients and the Front Office. As a newly formed team, it will continue to evolve alongside the business, adopting an agile approach to continuous improvement in both systems and procedures, contributing to improvements at every level.


YOUR DAY-DAY ROLE:

  • Provide oversight and control at all stages of the client onboarding journey, facing off internally with all areas of the business internally and, importantly, with clients directly to guide them through their on-boarding journey
  • Maintain control of the client static data, to ensure its accuracy at both on-boarding and throughout the client relationship. Additionally, consider the knock-on effects of data changes within the systems from a data-hygiene and regulatory perspective.
  • Identifying and specifying improvements to these work areas – both procedural and IT based – and then working with project resources to implement these.
  • Work / manage projects as and when required within areas that touch upon our responsibilities. This will most likely be to cleanse data and to improve processes.
  • Offer guidance and assistance to more junior members of the team and wider business when required.


YOUR SKILLS:

  • Sound technical knowledge and experience in all areas of client take on for Private Clients, Private Client structures (SIPPs, Trusts, PICs etc), and Charities. With a minimum of 5 years’ experience in a similar role within an Asset or Wealth Manager.
  • Experience onboarding into a Financial Planning environment would be advantageous.
  • A working understanding of Anti Money-Laundering and compliance requirements.
  • Awareness of global tax reporting standards specifically CRS and FATCA.
  • Understanding of the US QI Regulations specifically w-series forms and of other regulations (MiFiD II, Transaction reporting, RDR etc)
  • High standard of computer literacy required to support development and maintenance of onboarding workflow tool (training provided).
  • Excellent organisational skills, and the ability to work unsupervised and be self-motivated to ensure deadlines are met.
  • Strong communications skills both written and verbal to speak with clients and staff at all levels.

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