Client Onboarding Executive

  • GBP30000 - GBP35000 per annum
  • London, England, United Kingdom
  • Permanent, Full time
  • Global Reach Partners
  • 17 Oct 17 2017-10-17

The Onboarding Executive is responsible for ensuring the client experiences a seamless account opening process whilst ensuring clients are onboarded in accordance with compliance regulations and in line with internal SLA's.

ABOUT GLOBAL REACH PARTNERS

A fully FCA regulated Foreign Exchange brokerage, based in London, with almost 15 years of industry expertise and recognised in The Sunday Times top 100 best small companies to work for list. With access to over 130 major and local market currencies and a range of products we offer both our corporate and private clients a strategic streamlined approach to international trading, treasury and risk management.

We are a company that has grown steadily to become a recognised market leader, with a reputation for looking after staff by offering a host of benefits and remuneration packages. From our monthly celebration of success to our annual skiing trip our focus is on harnessing professional talent and maintaining strong client relationships.

PURPOSE OF THE JOB

The Onboarding Executive is responsible for ensuring the client experiences a seamless account opening process whilst ensuring clients are onboarded in accordance with compliance regulations and in line with internal SLA's.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

  • Working with Front of House to ensure the correct documentation is obtained to successfully open a client account
  • Liaise with the sales team to ensure on-boarding process is as smooth for our clients as possible
  • To follow up with clients directly to obtain any further information required to open the client account
  • To act in accordance with compliance protocols
  • To work in adherence with internal SLA's and where possible exceeding those to increase client experience
  • Set up client accounts using our internal CRM system and on boarding new clients using verification software
  • Collaboratively support onboarding colleagues to carry out check and balance to open client accounts
  • To interact with clients on the phone and via email to assist them with enquiries regarding the registration process
  • Assisting clients with updating their accounts with personal information, documents and other details
  • Ensuring all information obtained is accurate and reflected as such within the CRM system
  • Conduct PEP/Sanctions screening
  • To conduct Third Party Payment due diligence
  • Ensure queries and registrations are covered whilst colleagues are out of office
  • Work with our Partnerships department to ensure partnerships are logged appropriately