- Liaising extensively with sales teams, front office and other key stakeholders and team coordinating any onboarding requests
- Responsible for onboarding new clients and understanding their requirements
- Oversee onboarding process and deal with any issues
- Work closely with sales teams
- Understanding various compliance rules and regulations and working through changing market environments to ensure smooth continuity of business
- Proven client services background working within a fast-paced demanding environment
- Proven on boarding experience gained in a similar environment
- Experience within implementation, transfers, client contracts or client transitioning
- Dealt with Investment management agreements
- Ideally worked in an Investment Bank or Asset Management environment
- Confident and articulate communication skills
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Onboarding Analyst
3 days ago
Page Personnel Finance London, United KingdomSupport with all regulatory aspects of client on boarding and maintenance. · **Client Details** · Financial Services firm specialising in precious metals. · **Description** · - On-boarding clients (individual, retail, and corporate) · - Ensure orders and other transaction request ...
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Junior Onboarding Analyst
22 hours ago
Laser Digital London, United KingdomJob Description · Job Title: Junior Onboarding Analyst · Location: London, UK · Laser Digital is a crypto business redefining the frontier of digital finance. Backed by Nomura, Laser Digital delivers scalable, robust opportunities across trading, asset management, and ventures. T ...
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Junior Onboarding Analyst
3 days ago
Laser Digital London, United KingdomJob Title: Junior Onboarding Analyst · Location: London, UK · Laser Digital is a crypto business redefining the frontier of digital finance. Backed by Nomura, Laser Digital delivers scalable, robust opportunities across trading, asset management, and ventures. The team works at ...
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Junior Onboarding Analyst
3 days ago
Laser Digital London, United KingdomJob Title: Junior Onboarding AnalystLocation: London, UKLaser Digital is a crypto business redefining the frontier of digital finance. Backed by Nomura, Laser Digital delivers scalable, robust opportunities across trading, asset management, and ventures. The team works at higher ...
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Client Onboarding Analyst
4 days ago
Albany Beck London, United Kingdom Full timeAs this is a client facing role, you will need to be comfortable liaising with clients to obtain the relevant documentation. Internally you will be dealing with a number of teams including Sales, Compliance, Risk, Legal and Operational teams. In addition to this any due diligence ...
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Wealth Management Client Onboarding Analyst
18 hours ago
Rothschild & Co London, United Kingdom Full timeAbout Us · Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. · Our expertise, intellectual capital and global network enable us to provide a distin ...
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Goldman Sachs London, United Kingdom Full timeYOUR IMPACT: · Private Wealth Management (PWM) Operations team is seeking an Analyst/Associate to join the Client Onboarding team. The professional will collaborate with our Clients, PWM Sales and Business teams, as well as Legal, Compliance, Anti Money Laundering and other Fede ...
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AML Onboarding Analyst
2 days ago
Bank of America Bromley, United KingdomJob Description: · Job Title : AML Onboarding Analyst · Corporate Title: Officer · Location: Bromley · Company Overview: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is ho ...
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AML Onboarding Analyst
2 days ago
myGwork Bromley, United Kingdom· This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. · Job Description: · Job Title: AML Onboarding Analyst · Corporate Title: Officer · Location: Bromley · Company Overview: · At Bank of America, we are guided by a ...
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Goldman Sachs London, United Kingdom Full timeAsset Management Division · The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank and brings together Goldman Sachs' primary long term principal investing capabilities with the traditional money managing arm of the fi ...
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Goldman Sachs Group, Inc. London, United KingdomAsset Management Division · The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank and brings together Goldman Sachs' primary long term principal investing capabilities with the traditional money managing arm of the fir ...
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Goldman Sachs London, United KingdomAsset Management Division · The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank and brings together Goldman Sachs' primary long term principal investing capabilities with the traditional money managing arm of the fi ...
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Onboarding Training Specialist
18 hours ago
Mettle London, United KingdomOur people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. · This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom ...
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Kyc Analyst
3 days ago
Twenty84 Ltd London, United KingdomA successful global FX group based in the London is looking for an experienced and collaborative Corporate KYC Analyst to join their inclusive team. This full-time Corporate KYC Analyst role based in London comes with a generous salary of £40k-£50k p/a andan excellent benefits pa ...
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Client On-boarding Analyst
1 day ago
eFinancialCareers London, United Kingdom**Tradition is currently seeking to appoint a Client On-Boarding Analyst in London.** · **Main responsibilities within the Client On-Boarding Analyst position include**: · - Provide support and timely administration as required to the On-boarding Department and assist with the co ...
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German Speaking Software Support Analyst
2 days ago
CV Screen London, United Kingdom**German Speaking Software Support Analyst | Remote-working | Circa £35,000 | Online Travel Industry | 1 year maternity-cover (potential to extend)** · A native German speaking Software Support Analyst is required by a brilliant company within the online travel industry. This is ...
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Business Analyst
2 days ago
Michael Bailey Associates London, United KingdomUrgently seeking a Business Analyst · Initial 6 months · Hybrid / London · Skills and requirements: · - Minimum 5 years' experience of B2B businesses/ Business Analyst role with a solid understanding of digital transformation or change management principles · - Experience with di ...
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Cdd Analyst
1 day ago
eFinancialCareers London, United KingdomThe CDD Analyst will be performing periodic reviews and onboarding and need to have a strong background in his area · - Support with end-to-end KYC, CDD, and EDD · - Essential you have the willingness to learn and progress · - Strong communication skills ...
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Middle Office Analyst
18 hours ago
eFinancialCareers London, United KingdomMiddle & Back Office Analyst · Permanent · London · £60,000 - £62,000 per annum · The Responsibilities of a Middle & Back Office Analyst will Include: · - Assist with the day to day running of the Middle and Back office (Operations, Treasury and Fund Accounting). · - Manage queri ...
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SOC Analyst
4 days ago
Technet IT Recruitment Limited London, United Kingdom**SOC Analyst** · **London | Remote** · **Up to £55,000** · A Cyber Security Analyst is required to join a global financial company. We are looking for a Cyber Security Analyst to be responsible for triaging security events and identifying the differences between true and false s ...
Client Onboarding Analyst - London, United Kingdom - LGBT Great Careers
Description
LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing teams.
As a Client Services and Derivatives Onboarding Specialist you will be the central point of contact for all aspects of client on- boarding/account opening and aligned with clients or specific sales desks, to ensure an effective and smooth on-boarding process.
Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process, please tell us.
Key remits
Experience
Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry innovate.
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