Associate, Client Management
Hybrid
Core
Support Relationship Managers by handling new client setups, managing structure changes, and ensuring compliance for clients in companies, trusts, and charities.
Role type
Associate Client Management Specialist
Builds
Client onboarding processes and data integrity for private wealth clients
Domain
Wealth Management / Financial Services
Required skills
KYC/CDD knowledge, complex structure navigation, CRM data management, Microsoft Office proficiency, attention to detail
Preferred skills
Client-facing experience, multitasking
Responsibilities
Review and verify KYC documentation and forms, manage change requests for company/trust structures, update client information in CRM, liaise with teams to close documentation gaps
Seniority
Entry-level to Mid-level, hands-on IC