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Posted 30 days ago

Provide support to the client services support team in a forward thinking and innovative international wealth management organisation with a strong reputation in the marketplace, during this 12 month contract.

As a Senior Onboarding Associate you will play a crucial role in meeting core strategic objectives, ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. You will also be a key member of the team who are the primary contact for providing advice and support for all new and existing client onboarding requests in multiple jurisdictions.

This is a great opportunity to gain experience working in a dynamic, progressive and high performing team, where you will build close relationships with colleagues and work together to deliver trusted advice to help clients thrive and communities prosper.

Responsibilities will include:

  • Acting as subject matter expert, providing advice, training and ongoing coaching in respect of client onboarding and due diligence

  • Performing AML/KYC due diligence checks on new and existing clients and assessing client files for politically exposed persons

  • Building strong working relationships to ensure a quality service is delivered

  • Supporting continuous improvement processes to ensure alignment with any changes to the regulatory environment

  • Administering the client exit process, providing guidance and support to business areas

Experience and skills required:

  • Previous experience within the banking/financial services industry

  • Experience of KYC, AML and due diligence

  • Strong sense of accountability and committed to delivering a quality service to clients

  • Excellent analytical skills and attention to detail

  • Good communication and negotiation skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.