Save Job Back to Search Job Description Summary Similar JobsDevelop valuable experience within a reputable financial services environmentWork collaboratively across key business areasAbout Our ClientThe client is a well-established investment management firm based 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 responsibilities of the Client Onboarding Executive include:Processing new client applicationsConducting AML and KYC checksCompleting risk assessments in line with regulationsLiaising with internal teams and third parties to ensure efficient onboardingMaintaining accurate records in the CRM systemHandling client queries, quality-checking documents, supporting audits, and escalating any issues or complaints appropriatelyThe Successful ApplicantThe ideal Client Onboarding Executive 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 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.ContactFelix MarufuQuote job refJN-032026-6960185Phone number+44 207 645 1441Job summaryJob functionBanking & Financial ServicesSubsectorOperations / Middle Office - Asset ManagementSectorFinancial ServicesLocationCity of LondonContract typePermanentConsultant nameFelix MarufuConsultant phone+44 207 645 1441Job referenceJN-032026-6960185
