Client Onboarding Specialist

JR United Kingdom; Chelmsford; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading company in asset management is seeking an individual to oversee client onboarding processes. The role includes managing multiple internal communications and ensuring compliance with regulatory requirements. Candidates should possess a Bachelor's degree and experience in client services within asset management, along with knowledge of KYC and AML processes.

Qualifications

• Experience in a client service/onboarding role managing the full cycle.
• Knowledge of KYC/AML processes.
• Familiarity with offshore mutual fund operations.

Responsibilities

• Act as key point of contact for clients during onboarding.
• Manage end-to-end onboarding processes for new investors.
• Collaborate with AML/KYC teams for compliance.

Skills

Client Relationship Management

Problem Solving

Communication

Education

Bachelor’s degree

Job description

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Client:

Insight Global

Location:

Job Category: Virtual job fairs Other

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EU work permit required:

Yes

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Job Views:

1

Virtual job fairs

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description: Virtual job fairs

Client Relationship Management: Act as a key point of contact for clients and the sales organization throughout the onboarding process, from initial engagement to the first investment. Proactively address client inquiries regarding fund details, account structures, and regulatory requirements, ensuring clarity and confidence.

Onboarding Orchestration: Manage the end-to-end onboarding process for new investors, ensuring a smooth and efficient experience. This includes coordinating communication and workflow across multiple internal teams (Compliance, Legal, AML) to meet client expectations and deadlines.

Process Management & Control: Maintain rigorous internal controls and quality checks to ensure accuracy and compliance with regulatory requirements. Provide timely updates to clients and internal stakeholders on the status of their accounts.

Coordination with AML/KYC Compliance: Collaborate closely with the dedicated AML/KYC team to ensure thorough due diligence is conducted on all new clients, adhering to all relevant regulations and internal policies in a timely manner.

Continuous Improvement: Identify opportunities to streamline and enhance onboarding processes, leveraging data analysis and problem-solving skills to recommend and implement solutions. Actively participate in projects to improve efficiency and client satisfaction.

Communication & Collaboration: Communicate effectively with all levels of the organization, both verbally and in writing, to convey complex information clearly and concisely. Foster a collaborative team environment, sharing knowledge and supporting colleagues.

Ownership & Accountability: Take ownership of assigned projects and tasks, demonstrating a proactive and results-oriented approach. Manage competing priorities effectively, ensuring deadlines are met and client expectations are exceeded

Must-Haves:

• Bachelor’s degree
• Experience working within Asset Management.
• Experience working in a client service/ client onboarding role managing the full end-to-end cycle.
• Knowledge of offshore mutual fund transfer agent operations, processing, and compliance standards focused on the distribution side.
• Understanding of KYC/ AML processes

Plusses:

• Irish & Luxembourg fund knowledge
• Experience with EU funds
• Experience with Cayman Island funds.

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Created on 04/06/2025 by JR United Kingdom