Save Job Back to Search Job Description Summary Similar JobsWork with a broad range of investment productsJoin a dynamic financial services firm in the City of LondonAbout Our ClientThe client is a forward-thinking financial services firm with a strong focus on retail investment products, including tax-efficient solutions such as VCTs, EIS funds, and BR-qualifying IHT strategies. They are committed to diversity, equity, and inclusion, and foster a culture that values collaboration, innovation, and excellence.Job DescriptionThe duties of the Client Onboarding Executive include:Process new client applications and conduct AML/KYC checks.Liaise with internal teams and external third parties to ensure timely onboarding.Handle client and adviser queries via phone and email.Maintain accurate records in the internal CRM and produce necessary investor and adviser documentation.Monitor application quality, manage fund data, and report fundraising activity.Assist with adviser commission schedules and respond to client complaints in line with FCA standards.Regularly engage with product and compliance training.The Successful ApplicantThe ideal candidate will have 1-2 years of experience in a similar role, excellent attention to detail, and strong communication skills. They should be organised, proactive, and capable of handling multiple priorities under pressure. A basic understanding of AML and retail investment products is preferred, along with good proficiency in Microsoft Word and Excel.What's on OfferThe successful Client Onboarding Executive applicant will benefit from working in a collaborative and inclusive environment at a well-regarded financial services firm in the City of London. The role offers structured training, exposure to a range of investment products, and the opportunity to develop a long-term career within investor relations and client operations.ContactFelix MarufuQuote job refJN-052025-6752655Phone number+44 207 645 1441Job summaryJob functionBanking & Financial ServicesSubsectorOperations / Middle Office - Asset ManagementSectorFinancial ServicesLocationCity of LondonContract typePermanentConsultant nameFelix MarufuConsultant phone+44 207 645 1441Job referenceJN-052025-6752655