Client Onboarding Senior Associate

By Alyson Emmerson | March 31, 2026 | Comments Off on Client Onboarding Senior Associate
  • Full Time
  • City of London
  • Competitive Salary USD / Year
  • Salary: Competitive Salary

Client Onboarding Senior Associate – Financial Services – Central London / Hybrid – Competitive Salary and generous benefits (incl. bonus)

We’re on the hunt for an experienced Client Onboarding Associate, with exceptional attention to detail and accuracy and c3+ years’ experience in a similar financial services role, to join a fantastic investment organisation based in truly stunning offices in Central London as their Client Onboarding Senior Associate.

Joining a dynamic Investor Relations team, the Client Onboarding Senior Associate will oversee the day-to-day responsibilities of their team which provides support to clients, investors and financial advisors. As well as handling client complaints and reviewing AML documentation, you will support the team in application processing and audits and also undertake training for new starters and assist with hiring, so we’re looking for an incredibly accurate, detail-minded and meticulous individual with some supervisory experience, excellent communication skills and a proactive, rather than reactive, nature.

What’s on offer?

This is a genuinely incredible opportunity to join a dynamic, fast-paced investment firm with fantastic long-term prospects!

Our client is offering a competitive salary and a great benefits package that includes a discretionary bonus.

Hybrid working is offered with 4 days in the office and 1 day working from home.

Standard hours are 9am – 5pm.


Key responsibilities as the Investment Client Onboarding Senior Associate will include:

  • Line managing a team of Onboarding Executives 
  • Handling any client complaints and escalations 
  • Quality checking fund allotment and adviser fee payment schedules 
  • Processing new client applications
  • Conducting reviews of AML documentation
  • Supporting the team with application processing and audits when required
  • Leading training for team members and new starters
  • Liaising with clients, internal departments and 3rd parties

And more.

 

What we’re looking for:

  • 3+ years work experience in a similar Client Onboarding roles within financial services
  • Degree in a Finance or Business (or similar)
  • IMC qualification is desirable
  • Line management / supervisory experience
  • Impeccable communication skills (written and spoken) with strong customer service capabilities and the ability to liaise confidently and professionally at all levels both verbally and in writing
  • Exceptional attention to detail and accuracy
  • Experience in optimising processes and ability to contribute new ideas is advantageous
  • Strong IT literacy including MS Office (Word & Excel and essential)
  • Ability to plan, organise and prioritise busy workloads
  • Ability to work effectively in a fast-paced environment
  • Professional attitude and appearance
  • Proactive and flexible team player


Interested in this great Client Onboarding Senior Associate opportunity?

If this role is of interest and you have the skills, experience and capabilities we’re looking for, then we want to hear from you ASAP! Please submit your CV, quoting ‘AE – Client Onboarding Associate – Investment Management – London’

 

Follow us on LinkedIn.

To apply for this job email your details to alysone@carousel.co.uk.

Share this vacancy on Social Media!

Alyson Emmerson

Alyson is a highly effective recruitment consultant recognised for combining traditional, relationship-led recruitment with modern headhunting and search methodologies. This blended approach ensures a thorough, targeted process that leaves no stone unturned in identifying and securing high-quality talent for an international client base. Alyson works closely with established organisations, fast-growing startups, international scaleups, technology companies and digital marketing agencies, supporting organisations at critical stages of growth. Her honest, no-nonsense approach is frequently cited by clients as a refreshing alternative to transactional recruitment, enabling clear decision-making and efficient outcomes. Known for her consultative mindset, Alyson partners with clients to add genuine value through a candid, professional and responsive recruitment service. Her ability to quickly understand commercial objectives, role requirements and organisational culture has allowed her to build strong, trusted relationships and rapidly establish credibility with new clients. As a member of IPTER (International Partner Team of Executive Recruiters), Alyson has access to a global network of specialist recruitment partners, enabling her to deliver international search solutions and secure talent across multiple markets with confidence and discretion.