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A leading investment firm in Central London is seeking a Client Onboarding Coordinator to join their dynamic Investor Relations team. The role involves processing client applications, conducting AML and KYC checks, and ensuring exceptional client support. With a competitive salary, great benefits, and hybrid working options, this is a fantastic opportunity for those with prior financial services experience.
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Carousel Consultancy Ltd
london (city of london), United Kingdom
Other
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Yes
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2
06.06.2025
21.07.2025
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Client Onboarding Coordinator - Investor Relations / Financial Services - Central London / Hybrid - up to £34k plus bonus and benefits
We’re on the hunt for a proactive, personable and client-focused individual, with exceptional attention to detail and accuracy and 1 year+ experience in a similar financial services role, to join a fantastic investment organisation based in stunning offices in Central London as their Client Onboarding Coordinator.
Joining a dynamic Investor Relations team, the Client Onboarding Coordinator will provide exceptional levels of service and support to clients, investors and financial advisors; you will also undertake detailed checks, complete risk assessments and audits and produced detailed correspondence, so we’re looking for an incredibly accurate, detail-minded and meticulous individual with excellent communication skills and a proactive, rather than reactive, nature.
What’s on offer?
This is a genuinely incredible opportunity to get your foot in the door of a dynamic, fast-paced investment firm with fantastic long-term prospects!
Our client is offering a competitive salary and a great benefits package that includes a discretionary bonus.
Hybrid working is offered with 4 days in the office and 1 day working from home.
Standard hours are 9am - 5pm.
Key responsibilities as the Investment Client Onboarding Coordinator will include:
And more.
What we’re looking for:
Interested in this incredible Client Onboarding Coordinator opportunity?
If this fantastic role is of interest and you have the skills, experience and capabilities we’re looking for, then we want to hear from you ASAP! Please submit your CV, quoting ‘LO - Client Onboarding Coordinator - Investment Management - London’