Client Onboarding Specialist

JR United Kingdom; Oxford; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company is seeking a Client Onboarding Specialist to manage the onboarding process for new investors in Oxford. This role involves coordinating internal teams to ensure a seamless client experience while adhering to regulatory requirements. Ideal candidates will have experience in asset management and client services.

Qualifications

• Experience in Asset Management.
• Client onboarding role managing the full end-to-end cycle.
• Knowledge of compliance standards for offshore mutual fund operations.

Responsibilities

• Manage the onboarding process for new investors, ensuring smooth communication across teams.
• Address client inquiries regarding fund details and regulatory requirements.
• Collaborate with AML/KYC compliance for thorough due diligence.

Skills

Client Relationship Management

Process Management

Communication

Problem Solving

Job description

Client Onboarding Specialist, Oxford District

Client:

Insight Global

Location:

Oxford District, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

• 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 on all new clients, adhering to 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. 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:

• Experience working within Asset Management.
• Experience 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.