Client Onboarding & AML Operations Specialist

Quilter plc; Greater London; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Healthcare cash plan (UK)

Incentive scheme

Benefits through salary sacrifice

Job summary

Quilter plc's Quilter Cheviot operations team in London seeks an organised Accounts & Client Onboarding Assistant. You will open and amend client accounts across GIA, ISA, SIPP and trusts, review paperwork, perform AML checks, and maintain accurate client records in the CRM.

You will work with Investment Managers and Front Office teams in a hybrid London setting. The role suits someone with 2–3 years in financial services, comfortable with Word/Excel, and with CRM experience (WDX or Figaro).

Qualifications

• 2–3 years of experience in financial services.
• Familiarity with AML checks and due diligence.
• Experience with a client management system (CRM).

Responsibilities

• Review opening paperwork and sign off new accounts.
• Perform AML and due diligence checks on accounts.
• Create and maintain accurate client records in the CRM.
• Liaise with Pension and Offshore Bond providers for account openings.
• Assist with transfers in and out of portfolios.
• Look for process improvements and efficiency gains.

Skills

AML checks

CRM experience

Word & Excel

2-3 years FS experience

Tools

WDX CRM

Figaro

Job description

Quilter plc's Quilter Cheviot operations team in London seeks an organised Accounts & Client Onboarding Assistant. You will open and amend client accounts across GIA, ISA, SIPP and trusts, review paperwork, perform AML checks, and maintain accurate client records in the CRM.

You will work with Investment Managers and Front Office teams in a hybrid London setting. The role suits someone with 2–3 years in financial services, comfortable with Word/Excel, and with CRM experience (WDX or Figaro).