Save Job Back to Search Job Description Summary Similar JobsRole with growth potential based in the City of LondonJoin a dynamic financial services firmAbout Our ClientThe client is a forward-thinking financial services firm based in the City of London, with a strong focus on retail investment products; including tax-efficient solutions such as VCTs, EIS funds, and BR-qualifying IHT strategies. They are committed to diversity, equity, and inclusion, and foster a culture that values collaboration, innovation, and excellence.Job DescriptionThe Client Onboarding Executive's duties include:Processing new client applications and conducting AML/KYC checks.Liaising with internal teams and external third parties to ensure timely onboarding.Handling client and adviser queries via phone and email.Maintaining accurate records in the internal CRM and produce necessary investor and adviser documentation.Monitoring application quality, managing fund data, and reporting fundraising activity.Assisting with adviser commission schedules and responding to client complaints in line with FCA standards.Regularly engaging with product and compliance training.The Successful ApplicantThe ideal Client Onboarding Executive candidate will have 1-2 years of experience in a similar role, excellent attention to detail, and strong communication skills. They should be organised, proactive, and capable of handling multiple priorities under pressure. A basic understanding of AML and retail investment products is preferred, along with good proficiency in Microsoft Word and Excel.What's on OfferThe successful applicant will benefit from working in a collaborative and inclusive environment at a well-regarded financial services firm in the City of London. The role offers structured training, exposure to a range of investment products, and the opportunity to develop a long-term career within investor relations and client operations.ContactFelix MarufuQuote job refJN-052025-6752655Phone 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-052025-6752655
