Company

EfinancialcareersSee more

addressAddressSouth East
type Form of workPermanent, full-time
salary SalaryCompetitive salary
CategoryBanking

Job description

We currently require a Client Onboarding Associate to join an Investment Management client of ours on a 12 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 resolution
  • Regular meetings with line management and Sales, ensuring they understand the status of a clients request within the onboarding lifecycle
  • Work closely with Regulatory teams to ensure limited impact to the business and clients in light of new regulatory initiatives.
  • Identify areas for improvement and remediation and contribute to process control design

You will have the following;

  • 2-3 years of KYC Client Onboarding experience within Investment Management
  • Paralegal experience would be beneficial
  • Excellent communication skills - both verbal and written as well as presentation skills
  • Client oriented, with the ability to communicate at all levels internally and externally


12 month contract paying around £45k.
If you have this experience and would like to discuss further, please apply now.

Refer code: 2865644. Efinancialcareers - The previous day - 2024-02-23 23:48

Efinancialcareers

South East

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