Client Onboarding Coordinator - Investor Relations

JR United Kingdom; London; Hybrid; GBP 30,000 - 34,000; Full time

Job summary

A leading investment firm in Central London is seeking a Client Onboarding Coordinator to provide exceptional client service in investor relations. This hybrid role demands meticulous attention to detail and prior experience in financial services. The firm offers a competitive salary of up to £34k, along with a bonus and excellent benefits.

Benefits

Discretionary bonus

Hybrid working (4 days in office, 1 day remote)

Qualifications

• 1+ years work experience in a similar financial services role.
• Strong customer service capabilities and communication skills.
• Exceptional attention to detail and ability to work in a fast-paced environment.

Responsibilities

• Processing new client applications and dealing with enquiries.
• Undertaking AML and KYC checks and completing risk assessments.
• Maintaining the CRM system and liaising with clients.

Skills

Communication skills

Attention to detail

Customer service

IT literacy

Tools

MS Office

Job description

Social network you want to login/join with:

Client Onboarding Coordinator - Investor Relations, london

col-narrow-left

Client:

Carousel Consultancy Ltd

Location:

london, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

col-wide

Job Description:

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:

• Processing new client applications
• Undertaking AML and KYC checks
• Dealing with incoming enquiries regarding client applications
• Completing risk assessments on new clients
• Completing audits on processed applications
• Maintaining the CRM system
• Liaising with clients, internal departments and 3rd parties

And more.

What we’re looking for:

• 1+ years work experience in a similar financial services administration role (investment / wealth management experience is highly beneficial)
• Impeccable communication skills (written and spoken) with strong customer service capabilities and the ability to liaise confidently and professionally at all levels
• Exceptional attention to detail and accuracy
• Strong IT literacy including MS Office (Word & Excel and essential)
• Ability to plan, organise and prioritise busy workloads
• Ability to work effectively in a fast-paced environment
• Professional attitude and appearance
• Proactive and flexible team player

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’