Onboarding Adviser

Onboarding Adviser

Poole Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients through the KYC process and manage onboarding queries.
  • Company: Join PwC, a leading professional services firm with a global presence.
  • Benefits: Enjoy remote work flexibility and a dynamic team environment.
  • Why this job: Be part of a crucial role that enhances client experiences and drives compliance.
  • Qualifications: AML knowledge and client relationship experience are essential.
  • Other info: Opportunity for personal growth in a diverse and inclusive workplace.

The predicted salary is between 36000 - 60000 £ per year.

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Description

& SummaryAt PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively.

As a risk management generalist at PwC, you will provide advisory and practical support to teams across a wide range of specialist risk and compliance areas.

Role: Onboarding Adviser

Location:Alderney (working from home), Guernsey, Jersey

Line of Service: Client Lifecycle

Grade: Senior Associate 1

Contracted Hours per Week: 37.5 hours

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms employing over 364,000 staff.

Job Summary:

This role plays a crucial part in enhancing the effectiveness and efficiency of our Client Onboarding experience. The primary focus of this position is to serve as a relationship coordinator, bridging the gap between our business (cross-Line of Service Engagement Teams and their Clients) and our KYC Operations Team. The Onboarding Adviser will use their knowledge of the firm\’s AML/CFT policies and Client Acceptance procedures to ensure smooth communication across these stakeholders, managing their expectations in order to streamline and simplify how we obtain KYC data and ensure that our engagement teams are fulfilling their requirements relating to Client and Engagement procedures.

Responsibilities:

Responsibilities include:

  • Respond effectively to all AML related queries relating to procedures, policy and respective systems for KYC.

  • To communicate with engagement teams to keep them updated with onboarding status, escalating any issues early and proactively solving problems for these teams.

  • Guide clients and engagement teams throughout the KYC process to obtain all the necessary documentation needed to satisfy the AML requirements and to pass this information to the CoE.

  • To act as a conduit between the KYC Operations Team and the client/engagement teams to ensure correct interpretation of the KYC requirements and to simplify the requests which are made of the administrators/clients.

  • Demonstrate quality and technical expertise by acting as the first point of contact for the CoE for queries and/or additional outreach on a KYC profile to ensure outreach is only conducted if needed – leveraging existing data and local industry knowledge.

  • Take ownership for charging all time spent on onboarding work to relevant WBS codes to provide relevant and accurate management information regarding the onboarding process. It is expected that this role will be chargeable.

  • Direct Reports:

    This role reports to:

  • KYC & Onboarding Managers

  • Qualifications & Certifications:

  • AML certificate / other similar relevant qualifications could be beneficial

  • Skills & Experience Required:

    Essential skills:

  • Understanding of KYC, financial regulatory environment and AML risk implications

  • Understanding of legal structures of various client types

  • Experience in managing client relationships / client risk / AML or KYC roles

  • Ability to build strong relationships with diverse teams

  • Confident in escalating issues when necessary

  • Ability to work to KPIs and be accountable for output

  • Desirable skills:

  • Knowledge of compliance monitoring processes

  • Knowledge of quality standards and expectations and implementation of these in their daily role

  • Understanding of client structures and regulatory needs

  • Experience with complex regulatory conditions

  • Strong communicator with the ability to work as part of the client facing team.

  • Being able to influence change in processes and be proactive in finding solutions where requirements are unclear.

  • Ability to think digitally about problems and suggest solutions using technology to drive efficiencies.

  • Travel Requirements:

    Some travel may be required from time to time.

    The skills we look for in our people:

    All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, The PwC Professional.

    The PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion, Build and Deliver.

    Diversity:

    We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business.

    Education

    Degrees/Field of Study required:Degrees/Field of Study preferred:

    Certifications

    Required Skills

    Optional Skills

    Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Anti-Money Laundering (AML), Coaching and Training, Communication, Compliance Advisement, Compliance Oversight, Compliance Program Implementation, Compliance Risk Assessment, Confidential Information Handling, Contract Review, Contractual Risk Mitigation, Contractual Risk Monitoring, Contract Writing, Creativity, Crisis Management, Data Loss Prevention (DLP), Data Security, Discretion and Business Ethics, Embracing Change, Emotional Regulation, Empathy, Financial Risk Management {+ 32 more}

    Desired Languages

    Travel Requirements

    Up to 20%

    Available for Work Visa Sponsorship?

    No

    Government Clearance Required?

    Yes

    Job Posting End Date

    #J-18808-Ljbffr

    Onboarding Adviser employer: PwC

    At PwC, we pride ourselves on being an exceptional employer, offering a vibrant work culture that fosters collaboration and innovation. As an Onboarding Adviser based in Alderney, you will benefit from flexible working arrangements, comprehensive training programmes, and ample opportunities for professional growth within a diverse and inclusive environment. Join us to make a meaningful impact while enjoying the unique advantages of working in the picturesque Channel Islands.
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    Contact Detail:

    PwC Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Onboarding Adviser

    ✨Tip Number 1

    Familiarise yourself with the specific KYC and AML regulations relevant to the role. Understanding these regulations will not only help you in interviews but also demonstrate your commitment to compliance and risk management.

    ✨Tip Number 2

    Network with current or former employees at PwC, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.

    ✨Tip Number 3

    Prepare to discuss real-life scenarios where you've successfully managed client relationships or navigated complex regulatory environments. This will showcase your practical experience and problem-solving skills, which are crucial for the Onboarding Adviser role.

    ✨Tip Number 4

    Stay updated on the latest trends and technologies in compliance and risk management. Being knowledgeable about digital solutions can set you apart as a candidate who is proactive and forward-thinking.

    We think you need these skills to ace Onboarding Adviser

    Understanding of KYC
    Knowledge of AML regulations
    Client relationship management
    Ability to manage client risk
    Strong communication skills
    Problem-solving skills
    Attention to detail
    Ability to work to KPIs
    Experience in compliance monitoring
    Understanding of legal structures of various client types
    Ability to influence change in processes
    Proficiency in using technology for efficiency
    Analytical thinking
    Active listening

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience in KYC, AML, and client relationship management. Use specific examples that demonstrate your understanding of financial regulations and compliance.

    Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Onboarding Adviser role at PwC. Mention how your skills align with their requirements and provide examples of how you've successfully managed client relationships or navigated regulatory challenges in the past.

    Showcase Relevant Qualifications: If you have an AML certificate or similar qualifications, make sure to mention them prominently in your application. This will show that you have the necessary knowledge and commitment to the field.

    Highlight Soft Skills: PwC values strong communication and problem-solving skills. In your application, provide examples of how you've effectively communicated with diverse teams and resolved issues proactively in previous roles.

    How to prepare for a job interview at PwC

    ✨Understand KYC and AML Fundamentals

    Make sure you have a solid grasp of Know Your Customer (KYC) and Anti-Money Laundering (AML) principles. Be prepared to discuss how these concepts apply to the role and provide examples of how you've navigated similar regulatory environments in the past.

    ✨Showcase Your Communication Skills

    As an Onboarding Adviser, you'll need to communicate effectively with various stakeholders. Practice articulating your thoughts clearly and concisely, and be ready to demonstrate how you've successfully managed client relationships or resolved conflicts in previous roles.

    ✨Demonstrate Problem-Solving Abilities

    Prepare to discuss specific instances where you've proactively identified issues and implemented solutions. Highlight your ability to think critically and adapt to changing circumstances, especially in complex regulatory situations.

    ✨Familiarise Yourself with PwC's Values

    Research PwC's core values and the PwC Professional framework. Be ready to explain how your personal values align with theirs and how you can contribute to their mission of delivering distinctive outcomes and trusted leadership.

    Onboarding Adviser
    PwC
    Location: Poole
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    • Onboarding Adviser

      Poole
      Full-Time
      36000 - 60000 £ / year (est.)
    • P

      PwC

      250,000+
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