Carousel Consultancy Ltd

About the Company

Our Talent Is Finding Yours.
Carousel is a boutique Consultancy with an enviable reputation in the talent sector. A broad-spectrum consultancy that truly partners with our clients, regularly working as an extension of their HR team, to provide full talent services, recruiting extensively for a multitude of roles within each organisation.

We have developed a solid reputation over 30+ years as the experts our clients come to for a dedicated service. We are a passionate, forward thinking, entrepreneurial team, who take pride in offering an honest, insightful and effective talent solutions service to our international clients.

We have long-standing partnerships with FTSE 100 companies, global organisations and British institutions and have forged exciting relationships with fast-growing startups and successful international scaleups.

Connect with us:
WEBSITE: https://www.carousel.co.uk
FACEBOOK: https://www.facebook.com/CarouselConsultancy
TWITTER: http://twitter.com/carouselcons
INSTAGRAM: https://www.instagram.com/carousel_consultancy

Listed Jobs

Company Name

Carousel Consultancy Ltd

Job Title

Client Onboarding Executive

Job Description

**Job Title:** Client Onboarding Executive **Role Summary:** Provide end‑to‑end client onboarding support within a financial services organization, ensuring regulatory compliance (AML/KYC, risk assessments), accurate documentation, effective CRM maintenance, and high‑quality client communication across investors, advisors, and internal stakeholders. **Expactations:** - Proactive and client‑focused approach. - Exceptional attention to detail and accuracy. - Strong written and verbal communication. - Ability to manage multiple priorities and deadlines. - Professional demeanor and flexible teamwork orientation. **Key Responsibilities:** - Process new client applications. - Conduct AML/KYC checks. - Respond to enquiries about client applications. - Perform risk assessments on new clients. - Complete audits of processed applications. - Produce and verify client documentation. - Maintain and update the CRM system. - Liaise with clients, internal departments, and third parties. - Carry out general administrative duties. **Required Skills:** - 1 + year experience in a financial services administration role (investment/wealth management experience preferred). - Strong customer service skills and confidence at all professional levels. - High proficiency with MS Office (Word & Excel) and IT literacy. - Excellent planning, organisation, and prioritisation of workload. - Ability to thrive in a fast‑paced environment. - Professional appearance and proactive team player mentality. **Required Education & Certifications:** - No specific degree or certification required. - Entry‑level qualification acceptable; background in finance or related field preferred.

London, United kingdom

On site

Fresher

30-10-2025