Client Onboarding Associate

Please note this is a 24 month fixed term contract.

We are seeking a detail-oriented and client-focused Client Onboarding Associate to support the onboarding of new clients and accounts within our Advisory business.

In this role, you will coordinate the end-to-end collection, preparation and review of onboarding documentation, helping to deliver an efficient, compliant and seamless experience from the start of each client relationship. You will work closely with Advisers, Associates, Operations and Financial Crime teams, providing specialist guidance and ensuring submissions are complete, accurate and ready for processing.

• Prepare and coordinate digital and physical client onboarding documentation across a range of account structures and entity types.
• Identify documentation and information requirements upfront to support timely account opening.
• Review returned documentation for completeness, accuracy and consistency before submission to Operations.
• Manage outstanding information and documentation gaps, proactively following up with relevant stakeholders to keep onboarding progressing.
• Support the collection, review and recording of KYC information, including customer identification, beneficial ownership, Source of Wealth and Source of Funds documentation.
• Review FATCA and CRS documentation and assist with complex client structures, escalating issues where appropriate.
• Identify potential onboarding risks, inconsistencies and red flags, including links to higher-risk jurisdictions, industries or activities, and escalate in line with established procedures.
• Provide practical onboarding support and guidance to Advisers and Associates.
• Partner with Operations, Financial Crime and other stakeholders to resolve onboarding and compliance-related matters.
• Contribute to process improvements, using technology, automation and AI-enabled tools to improve quality, efficiency and the client experience.

This is an opportunity to build specialist onboarding expertise, contribute to high-quality risk and compliance outcomes, and play a meaningful role in creating a strong first experience for clients.

Apply now to join a collaborative team and help deliver an exceptional onboarding experience.