Associate, Client Management
Hybrid
Core
Support Relationship Managers by ensuring seamless, compliant client onboarding and managing client data structures.
Role type
Associate, Client Management
Builds
Client onboarding processes and accurate client data records
Domain
Wealth Management / Financial Services
Required skills
KYC/CDD knowledge, complex structure navigation (companies, trusts, charities), CRM data management, Microsoft Office proficiency, attention to detail
Preferred skills
Client-facing experience, multi-priority management
Responsibilities
Review and verify KYC documentation and forms, manage structure changes for complex entities, update client information in CRM, liaise with teams to close documentation gaps
Seniority
Entry-level to Mid-level, hands-on IC