Client Onboarding Executive

Your new company Client Onboarding ExecutiveManchester City Centre | Full-Time | Permanent Are you an organised and detail-oriented professional with experience in client onboarding, compliance administration or AML/KYC processes?

We're recruiting for a growing professional services organisation looking to add a Client Onboarding Executive to its operations team.

This is an excellent opportunity to join a collaborative business where you'll play a key role in ensuring new clients are onboarded efficiently, compliantly and with exceptional attention to detail.

Your new role As a Client Onboarding Executive, you'll be responsible for managing the onboarding journey from initial instruction through to completion, ensuring all client due diligence and compliance requirements are met.

Key responsibilities include:

• Managing end-to-end client onboarding and account setup processes.
• Conducting AML, KYC, sanctions, PEP and adverse media checks.
• Reviewing and verifying client documentation and due diligence information.
• Liaising with clients and internal stakeholders to obtain outstanding information.
• Maintaining accurate records, databases, trackers and audit trails.
• Monitoring onboarding progress and ensuring timescales are met.
• Supporting client risk assessments, annual reviews and ongoing monitoring activities.
• Assisting with compliance, regulatory and audit requirements.
• Identifying opportunities to improve onboarding processes and efficiencies.
• Supporting the smooth day-to-day operation of the office environment when required.

What you'll need to succeed

• Previous experience within client onboarding, compliance, AML/KYC, client administration or a similar role.
• Experience gained within professional services, legal, financial services, accountancy, tax or another regulated environment.
• A strong understanding of client due diligence and compliance processes.
• Excellent organisational and time management skills.
• Strong attention to detail and the ability to identify discrepancies within documentation.
• Confident communication skills and a professional approach when dealing with clients and colleagues.
• The ability to work both independently and collaboratively.
• Good Microsoft Office skills and experience maintaining accurate records and databases.

What you'll get in return

• Opportunity to join a growing and successful professional services organisation.
• Supportive and collaborative working environment.
• Exposure to compliance, operational and client service functions.
• Genuine opportunity to develop your skills and progress your career.
• Modern Manchester city centre office location.

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