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Client Onboarding Executive
Description:
The Client Onboarding Executive will provide a service to clients and our sales team regarding the onboarding of clients and any account opening queries.
Main Duties & Responsibilities:
- Act as an ambassador for the company, representing LMAX Exchange in the Client Onboarding team
- Conduct full KYC/AML checks on all new clients in accordance with internal procedures and regulatory requirements
- Be part of a team that acts as the first point of contact for client onboarding
- Assist the sales team in any account opening queries
- Understand and anticipate the needs and expectations of the clients
- Investigate potential clients in order to identify possible PEPs or Sanctioned Individuals for KYC and risk purposes
- Liaise with the client when necessary to ensure they have a clear understanding of our requirements
- Liaise with various departments; especially Client Services, Sales and Compliance regarding client setups
- Conduct desktop investigations of clients utilising all available internal/external systems
- Ensure accurate KYC/AML information is recorded for risk management purposes
- Assist with ongoing maintenance of client information and documentation, keeping all databases up-to-date and ensuring information is accurate
- Contribute to the ongoing development and improvement of the LMAX Exchange client on-boarding experience
- Feedback reoccurring client issues to the Head of Client Services and relevant internal departments, where applicable
- Remain professional at all times
- Championing swift and effective service that increases opportunities and revenue
Requirements:
Essential Skills / Experience:
- Business Fluency in written and verbal English
- Diligence and attention to detail while working in a fast-paced environment
- Performance driven and results orientated with a strong bias for action and outcome. Strong problem solver
- Confident and proactive in communicating with people at all levels and working as part of the team
- Reliable and willing to go the extra mile in order to meet client requirements, solve their problems and thus encourage future business
- Excellent proficiency in MS Office applications
Desirable Skills / Experience:
- Previous KYC/Onboarding experience
- Additional languages advantageous
- Understanding of FX & CFDs
- Experience and knowledge of the financial sector
Benefits:
25 days of holiday
Bonus
Pension contribution
Private medical, dental, and vision coverage
Life assurance
Critical illness cover
Wellness contribution program with access to ClassPass
Plumm Platform
Five volunteering days
Give as You Earn initiative
Learning and development programs
Electric Vehicle Scheme
Cycle to Work Scheme
Season Ticket Loan