Senior Onboarding & AML/KYC Lead

Gen II Fund Services; Southampton; Hybrid; GBP 38,000 - 48,000; Full time

Job summary

A financial services provider in Southampton seeks a Senior Administrator in the Investor Services Registration Department. This role involves ensuring accurate reviews of AML/KYC files, coaching junior team members, and maintaining strong client relationships through participation in calls. Candidates should have at least 5 years of experience in Transfer Agency and a university degree. This position offers opportunities for Agile Working depending on business needs and individual preferences.

Qualifications

• At least 5 years’ experience in a Transfer Agency role.
• Detailed knowledge of Real Estate and Private Equity funds preferable.
• Ability to translate technical data into simple language.

Responsibilities

• Ensure AML/KYC files are reviewed accurately on time.
• Coach and develop junior team members.
• Participate in client calls and build strong relationships.

Skills

Organisation skills

Interpersonal and communication skills

Autonomy

Analytical skills

Education

University degree or equivalent

Job description

A financial services provider in Southampton seeks a Senior Administrator in the Investor Services Registration Department. This role involves ensuring accurate reviews of AML/KYC files, coaching junior team members, and maintaining strong client relationships through participation in calls. Candidates should have at least 5 years of experience in Transfer Agency and a university degree. This position offers opportunities for Agile Working depending on business needs and individual preferences.