Onboarding Specialist

Job Description Our Global Financial client is looking for a Broker Onboarding Specialist – this role can be based either London OR Dubai! The primary function of the role is to facilitate the seamless integration of new brokers into the firm and be responsible for providing operational and administrative support to the national sales team with a specific focus on guiding new brokers through the entire onboarding process. This includes coordinating all aspects of broker onboarding from initial documentation to account activation and system setup. Including: Documentation Management and Compliance A critical aspect of the role involves managing the extensive documentation required when bringing new brokers into a financial institution. Onboarding Execution System Navigation and Training Broker onboarding specialists must become experts in the firm\’s internal systems to properly train and support incoming brokers. Post-Onboarding Support Experience and Education Requirements 3-5 years in administrative, operations, or onboarding roles Must have experience in the financial services industry. Knowledge of the wealth management or securities industry Strong understanding of KYC, A…