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Graduate Client Onboarding Executive - Investment Management - Central London / Hybrid - up to £35k plus bonus and benefits
We’re on the hunt for a proactive, personable and client-focused individual, with exceptional attention to detail and accuracy, to join a fantastic investment organisation based in stunning offices in Central London as their Client Onboarding Executive.
Joining a dynamic Investor Relations team, the Client Onboarding Executive will provide exceptional levels of service and support to clients, investors and financial advisors; you will also undertake detailed checks, complete risk assessments and audits and produced detailed correspondence, so we’re looking for an incredibly accurate, detail-minded and meticulous individual with excellent communication skills and a proactive, rather than reactive, nature.
What’s on offer?
This is a genuinely incredible opportunity to get your foot in the door of a dynamic, fast-paced investment firm with fantastic long-term prospects!
Our client is offering a competitive salary and a great benefits package that includes a discretionary bonus. Hybrid working is offered with 4 days in the office and 1 day working from home.
Standard hours are 9am - 5pm.
Key responsibilities as the Investment Client Onboarding Executive will include:
- Processing new client applications
- Undertaking AML and KYC checks
- Dealing with incoming enquiries regarding client applications
- Completing risk assessments on new clients
- Completing audits on processed applications
- Producing client documentation
- Maintaining the CRM system
- Liaising with clients, internal departments and 3rd parties
- Undertaking general administration
And more.
What we’re looking for:
- Recent graduate with some relevant work experience or 1-2 years work experience in a similar financial services administration role (investment / wealth management experience is highly beneficial)
- Impeccable communication skills (written and spoken) with strong customer service capabilities and the ability to liaise confidently and professionally at all levels
- Exceptional attention to detail and accuracy
- Strong IT literacy including MS Office (Word & Excel and essential)
- Ability to plan, organise and prioritise busy workloads
- Ability to work effectively in a fast-paced environment
- Professional attitude and appearance
- Proactive and flexible team player
Interested in this incredible Graduate Client Onboarding Exec opportunity?
If this fantastic role is of interest and you have the skills, experience and capabilities we’re looking for, then we want to hear from you ASAP! Please submit your CV, quoting 'AE - Graduate Client Onboarding Executive - Investment Management - London’
