Institutional Client Onboarding Specialist

Gen II Fund Services, LLC.; Southampton; Hybrid; GBP 26,000 - 42,000; Full time

Job summary

Gen II (UK) Southampton is seeking an onboarding professional to deliver a superior client experience for institutional clients across multiple jurisdictions. You will set up client and investor data in core systems, ensure accuracy, and support onboarding workflows in a regulated environment.

Responsibilities include day-to-day onboarding, risk assessments, and collaboration with Compliance to manage high-risk or PEP scenarios. Based in Southampton with potential agile working considerations.

Qualifications

• Experience in financial industry onboarding operations.
• Familiar with AML/CDD, KYC processes and risk assessment.
• Experience with Private Equity/Real Estate fund structures.
• Data input and workflow management experience.

Responsibilities

• Lead day-to-day onboarding and system setup for multi-jurisdictional institutional clients.
• Support client-facing teams from an onboarding operations perspective.
• Maintain client/investor data accuracy across core systems.
• Perform risk assessments and verify client/SOW/SOF information.
• Monitor fund investor closures in collaboration with onboarding specialists.

Skills

Data entry

Workflow management

Client onboarding

Regulatory awareness

Education

ICA or AML qualification (in progress)

Job description

Gen II (UK) Southampton is seeking an onboarding professional to deliver a superior client experience for institutional clients across multiple jurisdictions. You will set up client and investor data in core systems, ensure accuracy, and support onboarding workflows in a regulated environment.

Responsibilities include day-to-day onboarding, risk assessments, and collaboration with Compliance to manage high-risk or PEP scenarios. Based in Southampton with potential agile working considerations.