Client Onboarding & Reporting Analyst (TOP Investment firm!)

TN United Kingdom; London; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading investment firm is seeking a Client Onboarding & Reporting Analyst to join their rapidly growing team. This fully remote role, with occasional in-office days in London, involves managing client onboarding, ensuring compliance, and delivering financial reports. Ideal candidates will have a background in finance, excellent organizational skills, and a keen eye for detail, with attractive benefits and high bonus potential.

Benefits

Excellent benefits

High bonus potential

Qualifications

• Experience in client onboarding within the financial industry is essential.
• Strong attention to detail and organizational skills necessary.
• Excellent communication and customer service abilities required.

Responsibilities

• Manage the onboarding process for new clients, ensuring a seamless experience.
• Collect and verify documentation in compliance with KYC/AML regulations.
• Prepare and deliver accurate investment reports to clients and stakeholders.

Skills

Attention to detail

Organizational skills

Analytical skills

Problem-solving skills

Communication abilities

Education

Experience in client onboarding

Knowledge of compliance and regulatory requirements

Proficiency in data analysis tools and software

Job description

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Client Onboarding & Reporting Analyst (TOP Investment firm!), London

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Client:

Robert Half

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

99eb6d2d55d7

Job Views:

2

Posted:

27.05.2025

Expiry Date:

11.07.2025

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Job Description:

Client On-boarding & Reporting Analyst (TOP Investment firm!)

Looking to make a real impact? Want to join an extremely fast growing fund?

This is a Fully Remote role with a HQ in London. 1-2 days in the London office a month for a keeping in touch day(s)

Do you have Strong admin + early KYC/AML exposure?

Do you have experience with End-to-end onboarding + reporting + stakeholder coordination?

Key Responsibilities:

• Manage the onboarding process for new clients, ensuring a seamless experience.
• Collect and verify necessary documentation in compliance with KYC/AML regulations.
• Coordinate with internal teams to set up client accounts and services
• Provide ongoing support to clients during the onboarding phase.
• Prepare and deliver accurate investment reports to clients and stakeholders.
• Analyze portfolio performance and provide insights to the investment team.
• Ensure compliance with reporting standards and regulations.

Qualifications:

• Experience in client onboarding within the financial industry.
• Strong attention to detail and organizational skills.
• Knowledge of compliance and regulatory requirements.
• Excellent communication and customer service abilities.
• Experience in financial reporting and analysis.
• Proficiency in data analysis tools and software.
• Strong analytical and problem-solving skills.
• Attention to detail and accuracy.

Excellent benefits on offer and a high bonus!

Robert Half is proud to represent this client.

Two Stage process via Video Conference and quick turnaround. APPLY NOW!!

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.