M

Graduate Client Onboarding Executive

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
icon loader

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Graduate Client Onboarding Executive

The Graduate Client Onboarding Executive will be responsible for processing new applications and ensuring clients are onboarded efficiently and compliantly into various retail investment funds. The role involves liaising with internal teams, third parties, and clients to maintain service excellence and uphold regulatory standards.

Client Details

The client is a forward-thinking, City of London-based financial services firm with a strong commitment to diversity, equity, and inclusion. They focus on tax-efficient retail investment products and pride themselves on maintaining high standards of service and regulatory compliance.

Description

The Graduate CLient Onboarding Executive's responsibilities include:

  • Processing client applications and conducting AML/KYC checks

  • Handling inbound queries via email and phone

  • Maintaining CRM systems and updating fund records

  • Liaising daily with internal departments and third parties

  • Preparing and issuing key documentation and client communications

  • Completing audits, quality checks, and escalating issues where necessary

  • Supporting ongoing training and upholding compliance standards

Profile

The ideal Graduate Client Onboarding Executive candidate will have strong organisational and communication skills, excellent attention to detail, and the ability to manage multiple tasks efficiently. They will be proactive, eager to learn, and demonstrate an interest in financial services and compliance. Experience with Microsoft Word and Excel is essential, along with a confident telephone manner.

Job Offer

A London-based role with a collaborative, professional team environment, regular training opportunities, and meaningful involvement in the firm's inclusive culture. The successful candidate will gain valuable experience in client onboarding, investor relations, and financial services operations.

Original job Graduate Client Onboarding Executive posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Share Job
Share Job

Auto-Apply to Client Onboarding Executive Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Client Onboarding Executive Jobs in the UK

GrabJobs is the no1 job portal in the UK, connecting you to thousands of jobs fast! Find the best jobs in the UK, apply in 1 click and get a job today!

Mobile Apps

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.