Client Onboarding Executive - #2190805

Client Onboarding Executive £30,000 - £34,000 per annum

Perm | Jan start

Based in the City, a fantastic new floor in an iconic London building.

The role of the Client Onboarding Executive will be to assist with the onboarding of clients looking to invest into my client's retail funds. They will be required to liaise closely with internal teams and third parties to ensure clients are onboarded efficiently, whilst following AML and acceptance procedures.

What you'll do:

• 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.
• Completing audits on processed applications to ensure we maintain a high quality of data;
• Producing and sending acknowledgement letters and cancellation notices to successful applicants;
• Updating and maintaining the internal CRM system;
• Producing adviser fee payment schedules;
• Producing and sending adviser commission statements;
• Producing and sending investment documents;
• Quality checking documents and letters to maintain a high level of accuracy and avoid human error;
• Updating their internal records with fund movements and logging new applications;
• Reporting daily fundraising figures to the wider business.

What you'll need:

• Excellent communication skills, both written, and verbal;
• Exceptional attention to detail;
• Ability to plan, organize, and prioritise workload and work effectively under pressure;
• Seeks opportunities and works collaboratively with others to drive improvement;
• Takes responsibility for own personal development and helps others to achieve their potential;
• Basic knowledge and understanding of retail investment products and AML procedures (preferable);
• Minimum 1-2 years’ work experience in a similar role;
• Strong Microsoft Word and Excel skills;
• Excellent telephone manner

REF: HT226000

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