Global Institutional Onboarding & Compliance Specialist

Gen II Fund Services; United Kingdom; On-site; GBP 35,000 - 42,000; Full time

Job summary

Gen II Fund Services is seeking an Onboarding Specialist to deliver a superior client experience by onboarding multi-jurisdictional institutional clients and investors. You will ensure data accuracy in core systems, maintain regulatory compliance, and support onboarding workflows from intake to investor setup.

Working in a fast-paced environment, you will collaborate with compliance and client-facing teams, perform risk assessments, and keep documentation logs up to date.

Qualifications

• Ideal background includes ICA or AML qualification in progress.
• Relevant financial industry onboarding experience desirable.
• Experience with Private Equity/Real Estate fund structures desirable.
• Experience in data inputting and workflow management desirable.
• Experience in AML/CDD onboarding fund sector desirable.
• Experience in client service delivery desirable.

Responsibilities

• Provide and promote a superior client experience for Gen II through multi-jurisdictional onboarding of institutional clients/investors.
• Set up clients/investors in core systems and ensure accuracy of static data.
• Support onboarding operations and collaborate with client-facing teams.
• Assist in risk assessments and KYC/AML processes; verify client risk ratings.
• Maintain documentation logs and ensure compliance with regulatory changes.

Skills

Onboarding experience

Data entry

Client service

Regulatory awareness

Education

ICA or AML qualification (in progress)

Job description

Gen II Fund Services is seeking an Onboarding Specialist to deliver a superior client experience by onboarding multi-jurisdictional institutional clients and investors. You will ensure data accuracy in core systems, maintain regulatory compliance, and support onboarding workflows from intake to investor setup.

Working in a fast-paced environment, you will collaborate with compliance and client-facing teams, perform risk assessments, and keep documentation logs up to date.