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Client Onboarding Executive

City of London Permanent £30,000 - £34,000 per year View Job Description
The Client Onboarding Executive supports the Retail Investor Relations team by managing the onboarding process for new investors in retail funds. The role focuses on ensuring efficient client setup, regulatory compliance, and high-quality client service.
  • Develop experience within a reputable financial services environment
  • Work collaboratively, gaining exposure across key business areas

About Our Client

The client is a well-established investment management firm 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 Description

The duties of the Client Onboarding Executive include:

  • Processing new client applications.
  • Undertaking AML and KYC checks in line with the company's policy and legal requirements.
  • Completing risk assessments on new clients and following escalation procedures for high risk clients.
  • Where necessary, requesting additional information regarding client applications via email.
  • Handling incoming enquiries regarding client applications via email and telephone, to a high quality in line with target response times.

The Successful Applicant

The ideal 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 Offer

The Client Onboarding Executive 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.

Contact
Felix Marufu
Quote job ref
JN-102025-6872087
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-102025-6872087