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Wealth Management - Client Onboarding Associate
Location:Basildon Essex(Full Time office based)
Salary/Day Rate:£45k-£55k
Full Time / Permanent
We are seeking a Wealth Management - Client Onboarding Associate to join a dynamic and fast-paced team within the Asset and Wealth Management sector. This is an excellent opportunity for a detail-oriented professional to take ownership of the end-to-end client onboarding process, ensuring compliance with Anti-Money Laundering (AML) and Know Your Client (KYC) regulations.
Key Responsibilities:
- Manage client onboarding, including AML/KYC compliance, documentation review, and due diligence.
- Advise internal and external stakeholders on regulatory and documentation requirements.
- Partner with client-facing teams to ensure compliance with industry standards.
- Identify and escalate potential risks related to client structures, financial products, and regulatory changes.
- Thrives in a fast-paced, client-facing, team environment
- Able to handle multiple events and tasks, making balanced decisions to deliver against conflicting priorities
- Act as a subject matter expert on the onboarding processes.
Skills & Experience Required:
- Strong attention to detail with excellent written and verbal communication skills.
- Proven experience in AML/KYC processes within Wealth Management or Financial Services.
- Strong analytical and problem-solving skills, with the ability to work under pressure.
- Risk awareness and ability to navigate complex regulatory frameworks.
- Ability to multi-task and manage priorities in a fast-paced environment.
This is a fantastic opportunity to work with a forward-thinking organisation in a challenging and rewarding role. If you have the skills and experience required, we would love to hear from you.
Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
