Client Onboarding Executive

Michael Page (UK); City Of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in the City of London is seeking a Client Onboarding Executive. This role involves processing client applications, conducting AML/KYC checks, and engaging with clients and advisers. The ideal candidate will bring strong attention to detail and communication skills, with opportunities for structured training and career development.

Benefits

Structured training

Collaborative environment

Long-term career development opportunities

Qualifications

• 1-2 years of experience in a similar role.
• Basic understanding of AML and retail investment products preferred.
• Capable of handling multiple priorities under pressure.

Responsibilities

• Processing new client applications and conducting AML/KYC checks.
• Liaising with teams to ensure timely onboarding.
• Handling client queries via phone and email.

Skills

Attention to Detail

Communication

Organizational Skills

Proactivity

Tools

Microsoft Word

Microsoft Excel

Job description

• Role with growth potential based in the City of London
• Join a dynamic financial services firm

About Our Client

The client is a forward-thinking financial services firm based in the City of London, with a strong focus on retail investment products; including tax-efficient solutions such as VCTs, EIS funds, and BR-qualifying IHT strategies. They are committed to diversity, equity, and inclusion, and foster a culture that values collaboration, innovation, and excellence.

Job Description

The Client Onboarding Executive's duties include:

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  Processing new client applications and conducting AML/KYC checks.
• 
  
  Liaising with internal teams and external third parties to ensure timely onboarding.
• 
  
  Handling client and adviser queries via phone and email.
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  Maintaining accurate records in the internal CRM and produce necessary investor and adviser documentation.
• 
  
  Monitoring application quality, managing fund data, and reporting fundraising activity.
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  Assisting with adviser commission schedules and responding to client complaints in line with FCA standards.
• 
  
  Regularly engaging with product and compliance training.

The Successful Applicant

The ideal Client Onboarding Executive candidate will have 1-2 years of experience in a similar role, excellent attention to detail, and strong communication skills. They should be organised, proactive, and capable of handling multiple priorities under pressure. A basic understanding of AML and retail investment products is preferred, along with good proficiency in Microsoft Word and Excel.

What's on Offer

The successful applicant will benefit from working in a collaborative and inclusive environment at a well-regarded financial services firm in the City of London. The role offers structured training, exposure to a range of investment products, and the opportunity to develop a long-term career within investor relations and client operations.