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Fund Finance - Client Account Officer

Sterling Williams Ltd

London

Hybrid

GBP 48,000 - 52,000

Full time

7 days ago
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Job summary

An established industry player is seeking a proactive Client Account Officer to join their Deal Execution team in Fund Finance. This role offers a unique opportunity to engage in high-value transactions while supporting client services and credit risk processes. The ideal candidate will bring at least two years of experience in financial services, particularly in fund finance or corporate banking. You will work closely with internal stakeholders and clients, ensuring seamless onboarding and documentation workflows. This position offers a hybrid work model, allowing for a balance between office and remote work. If you are detail-oriented and client-focused, this role is perfect for you.

Qualifications

  • 2+ years of experience in financial services, ideally in fund finance or corporate banking.
  • Strong organizational and communication skills with attention to detail.

Responsibilities

  • Provide end-to-end support for Fund Finance transactions, ensuring smooth client onboarding.
  • Coordinate with internal teams for timely documentation and maintain accurate records.

Skills

Organizational Skills
Communication Skills
Client Relationship Management
Attention to Detail

Education

Degree in a relevant field

Tools

KYC Processes
AML Compliance
Credit Approval Processes

Job description

Job Description

Sterling Williams are working alongside a leading International Bank based in the City of London, who are seeking a proactive and detail-oriented Client Account Officer to join the Deal Execution team within the Fund Finance division.

This is an excellent opportunity to contribute to high-value transactions and play a key role in supporting client services, onboarding, credit risk, and execution processes in a newly formed position. The successful candidate will likely have experience in Fund Finance, Corporate Banking, Structured Finance or Credit Administration.

  • Client Account Officer - Fund Finance
  • Salary circa £48 - £52,000 pa plus benefits (competitive)
  • City of London based - typically 3 days from the office, and 2 days working from home.

Key Responsibilities:

  • Provide end-to-end support for Fund Finance transactions, working closely with front office and internal stakeholders.
  • Act as a liaison between clients and internal teams to facilitate smooth client onboarding, KYC checks, and credit documentation.
  • Support the execution of deal lifecycle processes, including risk approvals, documentation workflows, and internal reporting.
  • Coordinate with internal teams to ensure timely completion of all required documentation.
  • Maintain accurate records and contribute to regular ad hoc reporting and pipeline tracking.
  • Build and maintain strong relationships with clients, understanding their operational needs and helping drive excellent client service delivery.

Key Requirements necessary for the successful candidate:

  • Proven experience (circa 2 years plus) within financial services, ideally in fund finance, structured lending/finance, credit administration or corporate banking.
  • Familiarity with KYC, AML, and credit approval processes.
  • Strong organisational and communication skills with attention to detail.
  • Experience coordinating across multiple internal teams and managing documentation workflows.
  • Client-focused with a collaborative mindset and the ability to build trusted relationships.
  • Degree educated.
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