Client Onboarding Administrator; Maternity Cover

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Role | Client Onboarding Administrator (Maternity Cover)

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Focus Areas | Client onboarding admin support, stakeholder liaison, documentation coordination, confidential information handling

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Skills | Strong organisational skills, communication, professional services admin experience, Microsoft Office proficiency

We are a boutique accountancy firm based in London, known for our collaborative culture, high-quality client service, and close-knit team environment. We pride ourselves on providing a personable yet professional service.

• Work closely with senior leaders in a respected boutique firm.
• Enjoy a supportive, friendly culture with genuine work-life balance.
• Exposure to international clients and high-level business operations

• Supporting the business to prioritise and complete client onboarding
• Assisting with day-to-day onboarding, AML/KYC, and periodic review tasks
• Collecting, reviewing, and processing client documentation to support AML/KYC checks, account opening, and client reviews
• Ensuring client information and due diligence records are accurate and up to date in workflow tools and systems
• Processing approvals and escalating AML/KYC or compliance issues in line with internal procedures
• Working with internal teams to resolve documentation gaps and outstanding AML/KYC requirements
• Responding to ad hoc queries and supporting additional operational and compliance-related tasks as required
• Assisting with the implementation of new AML/KYC processes, controls, and regulatory requirements

Apply now or get in touch directly for a confidential chat.