Institutional Client Onboarding Specialist (Hybrid)

Gen II; United Kingdom; Hybrid; GBP 38,000 - 48,000; Full time

Job summary

Gen II is seeking an onboarding operations professional to manage multi-jurisdictional client and investor onboarding for its Institutional business. The role focuses on compliant system setup, data accuracy, and risk-rated profiling in core platforms.

You will collaborate with onboarding specialists and compliance to ensure timely fund investor closures while keeping up with regulatory changes. The role is based in Jersey with agile/Hybrid working options and a fast-paced environment.

Qualifications

• Relevant financial industry administration experience in an onboarding role is desirable.
• Knowledge of AML/CDD, KYC, and source of wealth/sources of funds concepts is advantageous.
• Experience with multi-jurisdictional onboarding processes and core systems is preferred.

Responsibilities

• Oversee day-to-day Client and Investor onboarding and system setup for Gen II Institutional business across jurisdictions.
• Support client-facing teams from an onboarding operations perspective.
• Ensure regulatory obligations are met and maintain accurate client/investor data in core platforms.
• Set up appropriate workflows, perform risk assessments, and verify client risk ratings.
• Maintain logs, chase documentation, and provide timely MI to governance boards.

Skills

Onboarding operations

AML knowledge

Regulatory compliance

Data entry accuracy

Client service

Education

ICA/AML qualification in progress

Job description

Gen II is seeking an onboarding operations professional to manage multi-jurisdictional client and investor onboarding for its Institutional business. The role focuses on compliant system setup, data accuracy, and risk-rated profiling in core platforms.

You will collaborate with onboarding specialists and compliance to ensure timely fund investor closures while keeping up with regulatory changes. The role is based in Jersey with agile/Hybrid working options and a fast-paced environment.