WKO Client Onboarding Associate

J.P. Morgan; Bournemouth; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading global financial institution is seeking a Client Onboarding Associate to support the KYC team. This role involves managing the onboarding process for new clients, ensuring compliance with regulatory requirements, and developing strong partnerships with internal teams. The ideal candidate will have excellent communication and interpersonal skills, as well as a proactive approach to managing workload and priorities. This position offers an opportunity to play a vital role in enhancing the customer onboarding experience.

Qualifications

• Experience in conflict resolution.
• Ability to influence and negotiate effectively.
• Proactive and flexible approach to workload.
• Strong organizational skills.

Responsibilities

• Manage KYC book of work for designated Front Office.
• Build partnerships and identify challenges.
• Ensure client information is compliant with requirements.
• Coordinate case prioritization with back office teams.
• Drive training and share best practices.

Skills

Strong written and oral communication skills

Resilient interpersonal skills

Client-focused mindset

Attention to detail

Proficiency in English

Effective time management

Job description

This is your opportunity to contribute to a world-class onboarding experience and be part of a team that values excellence, diversity, and inclusivity.

As a Client Onboarding Associate in our Corporate Investment Bank's Know Your Customer (KYC) team, you will be the single point of contact and subject matter expert for onboarding new customers and managing KYC records renewals. Aligned with a designated Front Office team, you will facilitate KYC execution across all teams, ensuring an exceptional client onboarding experience. Your role requires building strong relationships with internal and external customers, managing expectations, and providing timely updates on onboarding progress.

Job Responsibilities

• Manages the KYC book of work for your designated Front Office sub-Line of Business, prioritizing active requests and providing status updates.
• Builds and develops strong partnerships, identifying challenges and eliminating roadblocks with all internal partners.
• Works with Front Office teams to obtain necessary supporting evidence for KYC due diligence.
• Ensures all client information is accurate, complete, and compliant with regulatory requirements.
• Coordinates case prioritization, capacity planning, and assignment with back office teams.
• Stays updated on process changes, regulatory changes, and communicate impacts to business partners.
• Manages personal workload and priorities, escalating key risks/issues to management as needed.
• Identifies and executes process improvements, providing guidance on key process and technology initiatives.
• Serves as a role model to peers, driving training and sharing of best practices.

Required Qualifications, Capabilities, and Skills

• Strong written and oral communication skills with experience in conflict resolution.
• Resilient interpersonal skills, with the ability to influence and negotiate effectively with business partners and senior managers.
• Client-focused with a strong controls mindset.
• Hands-on approach with attention to detail and strong organizational skills.
• Full proficiency in English.
• Proactive and flexible approach to workload and team targets.
• Effective time management and organizational skills for maximum productivity.

Preferred Qualifications, Capabilities, and Skills

• Sound understanding of the Financial Industry.
• Knowledge of multiple client types and legal structures.