Client Onboarding Specialist

Job Description

Our client, a dynamic investment boutique team, seeks an exceptional and experienced Client Onboarding Specialist to join them! This role requires someone who is able to provide a high level and high quality client experience to their clients. This team has experienced great growth, and is looking for a suitable candidate who not only brings with them previous relevant experience, but must possess a passion for the client services space. You need to be someone who is able to be proactive and fast-acting and have excellent interpersonal and communication skills, too! This role will suite someone with a positive attitude and who is a problem solver who is comfortable working within the demands of an investment client services space. 
 
Responsibilities:
  • Ensuring a positive and professional client service experience
  • Providing exceptional client service across carious channels such as phone, email, online, and in-person
  • Providing clients with technical assistance on our products
  • Ensuring urgent matters are escalated for prompt resolution
  • Proactively following up and assisting clients in obtaining outstanding information
  • Where applicable, assisting clients with the completion of forms and obtaining any other relevant information
  • Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations
  • Validating KYC documentation
  • Follow up on onboarding progress with administrators
Requirements: 
  • Minimum of ideally a completed business degree or if qualified by experience, we want to hear from you, too!
  • Must have a solid grasp of Anti-Money Laundering Regulations
  • Understanding of the AML requirements for a wide range of client types such as individuals, trusts, charities, and corporate entities 
  • Self-motivated team player with meticulous attention to detail
  • Able to manage and prioritize tasks effectively within a demanding team environment
  • You are diligent and are passionate about meeting your deadlines
  • Client centric and professional who thrives in a genuinely dynamic environment
  • Excellent command of English both written and verbal, and able to provide an exceptional client experience as a result
Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.