Client Onboarding Associate - Wealth Management

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.

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