Client Onboarding Specialist

JR United Kingdom; Preston; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading company in asset management is seeking a Client Onboarding Specialist in Preston, UK. The role involves managing client relationships and ensuring smooth onboarding processes, collaborating with multiple teams to maintain compliance and enhance client satisfaction. Ideal candidates will have experience in asset management and strong communication skills.

Qualifications

• Experience in Asset Management.
• Background in client service or client onboarding roles.
• Knowledge of offshore mutual fund operations and compliance.

Responsibilities

• Act as a key contact for clients during the onboarding process.
• Manage end-to-end onboarding ensuring efficiency.
• Collaborate with AML/KYC Compliance teams.

Skills

Client Relationship Management

Process Management

Communication

Problem Solving

Job description

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Client Onboarding Specialist, preston, lancashire

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Client:

Insight Global

Location:

preston, lancashire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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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 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:

• 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.