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Back Office Client Onboarding Analyst


Wealth Management

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ABOUT THIS ROLE

  • / London (Hybrid)
  • / Permanent
  • / Competitive Base + Bonus
REF: 12075

Back Office Client Onboarding Analyst | London (City) | Hybrid | Permanent

Location: London, City (Hybrid)

Contract Type: Permanent

Salary: Competitive Base + Bonus

About the Role

A leading Wealth Management firm is seeking a Back Office Client Onboarding Analyst to join their team. This role is perfect for a detail-oriented professional with client onboarding and administration experience within the wealth management sector.

Key Responsibilities

  • Oversee and manage the client onboarding process
  • Handle client administration tasks, ensuring compliance with regulatory requirements
  • Facilitate transfers and liaise with relevant middle office teams
  • Ensure all onboarding documentation is accurate and complete
  • Collaborate with internal stakeholders to streamline onboarding procedures

Key Requirements

  • Proven experience in client onboarding and administration (essential)
  • Wealth management industry experience (essential)
  • Strong understanding of transfers and middle office functions (ideal)
  • High attention to detail and ability to work in a fast-paced environment
  • Excellent stakeholder management and communication skills

Why Join?

  • Competitive salary + bonus structure
  • Hybrid working model – mix of office and remote
  • Opportunity to work with a leading wealth management firm
  • Career growth in a dynamic and supportive environment
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