Skills

Communication Customer Service CRM Attention to detail

Job Specifications

Client Onboarding Executive - Financial Services - Central London / Hybrid - up to £34k plus bonus and benefits

We’re on the hunt for a proactive, personable and client-focused individual, with exceptional attention to detail and accuracy and 1 year+ experience in a similar financial services role, 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:

1+ 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 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 ‘LO - Client Onboarding Executive - Investment Management - London’

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 prid... Know more