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Let our industry specialists listen to your aspirations and present your story to the most esteemed organisations in the UK, as we collaborate to write the next chapter of your successful career.
See all jobsTogether, we’ll map out career-defining, life-changing pathways to achieve your career ambitions. Browse our range of services, advice, and resources.
Learn moreThe UK's leading employers trust us to deliver fast, efficient talent solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.
Read moreRecruitment outsourcing
Talent advisory
Whether you’re seeking to hire talent or a new career move for yourself, we have the latest facts, trends and inspiration you need.
See all resourcesSince our establishment in 1985, our belief remains the same: Building strong relationships with people is vital in a successful partnership.
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Our people are the difference. Hear stories from our people to learn more about a career at Robert Walters UK
Learn moreTruly global and proudly local, our story starts in London in 1985, with our UK operation now based in 7 locations across the country.
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This is an excellent opportunity for a Senior Associate to take some real "functional ownership" within the Onboarding space. The ideal candidate will: - Come from a Fund Manager/ Investment Manager/ Hedge Fund background - Have 5+ years' experience within Onboarding functions - Has a Client centric approach - Is an active learner, can demonstrate taking on additional projects in the past and is motivated by responsibility.
ONBOARDING ASSOCIATE (Real Estate)
Salary: £60-75,000
Location: London
Keywords: Onboarding, Client Service, Operational Experience, FATCA, CRS, KYC / AML Checks
Our client is seeking a highly skilled Onboarding Associate to join their dynamic team in London. This role offers an attractive salary range of £60-75,000 and the opportunity to work at the forefront of operational client experience. The successful candidate will manage the end-to-end operational client onboarding process, ensuring a positive client experience through proactive management and client-centric service.
* Attractive salary range of £60-75,000
* Based in vibrant London
* Opportunity to lead and manage client onboarding processes
What you'll do:
As an Onboarding Associate, your role will be pivotal in managing the operational client experience. You will be responsible for leading the end-to-end onboarding process, ensuring timely onboarding of new clients. Your expertise in FATCA and CRS validation, along with your ability to perform AML/KYC risk assessments, will be crucial in this role. You will also have the opportunity to support compliance filings, participate in audits, and present updates to stakeholders. Furthermore, you will guide your team towards providing top-notch client servicing while participating in key internal projects.
* Manage end-to-end client onboarding process
* Lead and manage Client restructures and major change events
* Take ownership of the Onboarding function within the wider Client Management team
* Support compliance filings and internal/external audits
* Present updates and manage expectations of internal and external stakeholders
* Provide best in class service to the Client base through the Onboarding process
* Participate in key internal projects and new business initiatives
What you bring:
The ideal candidate for this Onboarding Associate position brings a wealth of experience from previous roles within Client Onboarding. With over 5 years' experience in these areas, you understand the intricacies of the financial services industry. Your previous institutional FATCA and CRS validation experience is essential for this role. You are known for championing quality client outcomes and are able to support the wider Relationship Management team.
* 5+ years’ experience in Client Onboarding within the Fund / Investment Management space, handling both Segregated Mandates and Insitutional Clients.
* Previous institutional FATCA and CRS validation experience prefered
* Proven ability to champion the criticality of quality client outcomes to important internal stakeholders
* Past exposure to Real Estate, Infrastructure or Alternative Funds (AIFs) highly advantageous
What sets this company apart:
Our client is a renowned player in the financial services industry. They pride themselves on their commitment to delivering exceptional service to their clients. They offer a supportive work environment where continuous improvement is encouraged. Their employees enjoy flexible working opportunities, generous pensions contributions, training opportunities, and a culture that promotes collaboration and understanding.
What's next:
Ready to take the next step in your career? Don't miss this exciting opportunity!
Apply today by clicking on the link. We look forward to receiving your application!
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
About the job
Contract Type: FULL_TIME
Specialism: Banking & Financial Services
Focus: Operations
Industry: Financial Services
Salary: £60,000 - £75,000 per annum
Workplace Type: Hybrid
Experience Level: Associate
Location: London
FULL_TIMEJob Reference: FQUMQZ-1D4108AD
Date posted: 16 October 2024
Consultant: Tom Andrew
london banking-financial-services/operations 2024-10-16 2024-12-15 financial-services London London GB GBP 60000 75000 75000 YEAR Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png trueCome join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.