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Graduate Client Onboarding Executive

City of London Permanent £35,000 - £38,000 per year View Job Description
The Graduate Client Onboarding Executive will be responsible for processing new applications and ensuring clients are onboarded efficiently and compliantly into various retail investment funds. The role involves liaising with internal teams, third parties, and clients to maintain service excellence and uphold regulatory standards.
  • Gain hands-on experience in client onboarding and retail investment
  • Exposure to a wide range of financial products and internal operations

About Our Client

The client is a forward-thinking, City of London-based financial services firm with a strong commitment to diversity, equity, and inclusion. They focus on tax-efficient retail investment products and pride themselves on maintaining high standards of service and regulatory compliance.

Job Description

The Graduate CLient Onboarding Executive's responsibilities include:



  • Processing client applications and conducting AML/KYC checks


  • Handling inbound queries via email and phone


  • Maintaining CRM systems and updating fund records


  • Liaising daily with internal departments and third parties


  • Preparing and issuing key documentation and client communications


  • Completing audits, quality checks, and escalating issues where necessary


  • Supporting ongoing training and upholding compliance standards



The Successful Applicant

The ideal Graduate Client Onboarding Executive candidate will have strong organisational and communication skills, excellent attention to detail, and the ability to manage multiple tasks efficiently. They will be proactive, eager to learn, and demonstrate an interest in financial services and compliance. Experience with Microsoft Word and Excel is essential, along with a confident telephone manner.

What's on Offer

A London-based role with a collaborative, professional team environment, regular training opportunities, and meaningful involvement in the firm's inclusive culture. The successful candidate will gain valuable experience in client onboarding, investor relations, and financial services operations.

Contact
Felix Marufu
Quote job ref
JN-052025-6752655
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-052025-6752655