Client Onboarding Analyst

Client Onboarding Analyst London, England

KennedyPearce Consulting
Full Time London, England 55000 GBP ANNUAL Today
Job description

My client are a private bank based in Mayfair. There are currently hiring for a Client Onboarding Analyst to join their team on a permanent basis. This role will be reporting to the Head of client onboarding.

Duties and responsibilities of the Client Onboarding Analyst

  • Reviewing account opening submissions including checking data in the account opening workflow tool for accuracy
  • Liaising with the front office teams to provide feedback on account opening submissions and offer advisory support when needed
  • Supporting the Client Onboarding Team with managing the end-to-end process for new client account openings
  • Adding and monitoring document issues related to new client account openings
  • Managing the archiving of client documentation received for new client account openings
  • Updating the banking systems for new client account openings
  • Assisting in/managing ad-hoc projects to remediate data on banking systems and/or client documentation, improving existing processes and procedures, or testing new system updates
  • Support the wider Client Lifecycle Management Team if and when required

Competencies

  • Attention to detail and problem solving skills
  • Understanding of KYC/CDD requirements and different client types
  • Excellent interpersonal, written and verbal communication skills
  • Excellent time management skills and ability to multi-task and prioritise work, as well as being able to stop/start tasks when reprioritised
  • Flexibility to wear "many hats" and get involved with more than what the everyday role requires, taking on additional responsibilities when required
  • Ability to suggest improvements and be open to improvements/suggestions on tasks you may be working on
  • Proficiency in MS Office (Word, Excel and Outlook)
  • Strong IT skills; learn to use multiple systems interchangeably for the completion of everyday tasks
  • Strong organisational and planning skills in a fast-paced environment
  • Work collaboratively, demonstrating initiative and ownership of tasks and issues

Client Onboarding Analyst
KennedyPearce Consulting

www.kennedypearce.com
London, United Kingdom
Andrew Kennedy & Stephen Pearce
$5 to $25 million (USD)
51 to 200 Employees
Company - Private
HR Consulting
2006
Related Jobs

All Related Listed jobs

2nd Line Support Engineer
Lyon Managed Services Limited London, England 34449 - 41713 GBP ANNUAL Today

Troubleshoot problems by telephone, remote access and on-site visits. 22 days annual leave - increasing up to 25 days over the first 3 years of service.

Customer Service Assistant - Nights
EG Group Uttoxeter, England 10.5 GBP HOURLY Today

We are looking for friendly and dedicated Sales Assistant who can provide outstanding customer service to join our welcoming Retail Forecourt store!

Assistant Psychologist
Health and Community Services United Kingdom 47712 - 55294 GBP ANNUAL Today

Responsibilities will include conducting initial client assessments, providing therapeutic support to clients, facilitating group therapy, and collaborating

customer relations
UT Southwestern Medical Center Dallas, TX 46720 - 35016 USD ANNUAL Today
Hospitality, Supermarket Assistant
Waitrose Wilmslow, England 10.5 - 11.48 GBP HOURLY Today

As a Partner you will enjoy our unique benefits package, including staff discount, subsidised food in Partner dining rooms, discounts in local restaurants,