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Client Onboarding – Graduate

BUCKINGHAM RECRUITMENT

London

Hybrid

GBP 35,000

Full time

30 days ago

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An established investment advisory company seeks a motivated graduate for their Client Onboarding team. This role is perfect for those who thrive in a fast-paced environment and are eager to learn about compliance and financial regulations. You will be the first point of contact for clients, ensuring all documentation is accurate and compliant. With the support of experienced associates, you will gain valuable training and opportunities for professional development. This innovative firm values its employees and offers a hybrid working model, competitive salary, and great benefits, making it an exciting opportunity for recent graduates.

Bonus

Detailed training

Professional qualifications progression

Must be detail-oriented and organized to manage client documentation.
Willingness to learn about compliance and financial regulations.

Provide exceptional service as the first point of client contact.
Review client documentation for new accounts and ensure compliance.

Attention to detail

Organizational skills

Communication skills

Interest in compliance

Graduate degree

Client Onboarding - Graduate level

Graduate Operations role within the Client Onboarding Team of a boutique investment company in West London - up to £35K plus benefits

This established and successful investment advisory company of c.200 in London HQ are looking for a bright and detail-oriented graduate to join their Client Onboarding team of 4. You will be joining at a junior level but with the support of Senior Associates to train you, so you must be a self-starter and highly motivated to work in a small but very busy team.

You will be the first point of the client journey, so providing exceptional service is imperative. You will be reviewing client documentation relating to opening new accounts, ensuring financial regulations and AML requirements are adhered to, and reviewing KYC documentation. You will be comfortable acting as a go-between for the Compliance team and Investment Managers - ensuring that clients have provided the correct documentation, chasing for missing documentation, and managing timelines and expectations.

Must have an exceptionally high level of attention to detail, be happy dealing with large volumes of documentation, and be able to decipher and stay on top of ever-changing financial regulation. You don’t need prior experience in this field but must be willing to learn and have an interest in compliance / KYC / financial regulations. You will be happy in a high-pressure, fast-paced environment and be highly organized to know exactly where in the process each account is up to.

Would suit a graduate with an interest or background in legal / compliance / financial regulation, ideally with 6-12 months’ office experience, who is happy communicating at a very senior level and managing expectations in a diplomatic and professional manner. Lovely company who invests in their employees, offers detailed training, and chance for further progression and professional qualifications.

Hybrid working, salary up to £35,000 plus bonus and great benefits.

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