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For Companies At a Glance
- Tasks: Onboard new clients and ensure compliance with regulations in a fast-paced environment.
- Company: Join Gen II, a leading firm focused on superior client experiences.
- Benefits: Competitive salary, hybrid working options, and opportunities for professional growth.
- Other info: Dynamic team environment with opportunities to learn and grow.
- Why this job: Make a real impact by supporting clients and enhancing their onboarding experience.
- Qualifications: Ideal for those studying towards a qualification in ICA or AML.
The predicted salary is between 30000 - 40000 £ per year.
Within this exciting opportunity, you will provide and promote a superior client experience for Gen II, by providing a multi-jurisdictional service for the Institutional business to onboard new clients/investors. Ensuring Gen II remain compliant with regulatory obligations. You will be responsible for the set-up of client/investors in core systems, ensuring all client and investor static data is captured, recorded and accurate.
What you’ll be doing
- Responsible for the day-to-day Client and Investor Onboarding & system set up for Gen II Institutional business that will require multi-jurisdictional visibility.
- Collaboratory supporting our client facing teams from an Onboarding Operational perspective.
- Client focused with an ability to work in a fast paced, high pressured work environment.
- Act as a point of reference for the Institutional business to answer and resolve issues/queries related to the onboarding processes.
- Keeping abreast of Regulatory changes and industry standards in all areas that affect the operations functions to ensure that standards and procedures are always complied with fully.
- Responsible for the system set up of client and investor static data, ensuring all data is captured, recorded and accurate in all core platforms used by the business.
- Responsible for setting up appropriate workflows within core systems, performing scrutiny and adverse media searches.
- Performing Risk assessments and completing client profiles containing SOW/SOF information, verifying client and investor risk ratings.
- Fund investor closing tracking and monitoring. Working closely with Onboarding specialist for the successful delivery of Fund investor closures.
- Working closely with Gen II Compliance, ensuring appropriate levels of approvals are obtained for high risk & PEP’s.
- Maintaining PEP & US Client/Investor registers, reporting MI to various boards as required.
- Maintaining outstanding documentation logs and chasing clients by working closely with Gen II client facing teams.
- Prioritizing and organizing day to day workload.
- Dealing with internal and external day to day queries in a timely manner.
- Assist in appropriate projects and initiatives relating to operations teams.
- Attend to regular team meetings and constructively contribute.
- Understanding what is appropriate and acceptable in relation to AML/SOF/SOW/CDD, escalating any issues and risks accordingly.
- Assist in providing MI to the business.
- Assist in meeting team objectives and meet set internal and external SLA’s.
- Daily input of time on timesheet.
The ideal background for this role
- Working towards a recognised qualification ideally within ICA or AML.
- Relevant financial industry administration experience in an onboarding role is desirable.
- Experience working with Private Equity/Real Estate fund structures.
- Experience in data inputting and workflow management.
- Experience within AML/CDD onboarding fund sector.
- Experience of client service delivery.
Knowledge
- Good understanding and knowledge of current industry AML/CFT handbook legislation, regulation & operating working practice.
- Good understanding of GDPR and risks associated with personal/sensitive data.
- Solid understanding of source of wealth/source of funds requirements.
Role Location/Hybrid Schedule
This role is based in our Southampton office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances.
Onboarding Administrator in Southampton employer: Gen II Group Services - UK- Limited
Contact Detail:
Gen II Group Services - UK- Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Administrator in Southampton
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute to their goals. This will help you stand out as a candidate who genuinely cares about the position.
✨Tip Number 3
Practice your responses to common interview questions. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you articulate your experiences clearly and confidently.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Onboarding Administrator in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Onboarding Administrator role. Highlight relevant experience in client onboarding and any knowledge of AML/CDD processes. We want to see how your background fits with what we do at Gen II!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the diligence we value at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Gen II Group Services - UK- Limited
✨Know Your Onboarding Processes
Familiarise yourself with the onboarding processes specific to the financial industry, especially in relation to AML and CDD. Be ready to discuss how you would handle various scenarios, such as dealing with high-risk clients or ensuring compliance with regulatory obligations.
✨Showcase Your Client-Focused Mindset
Demonstrate your ability to provide a superior client experience by sharing examples from your past roles. Highlight situations where you successfully resolved client queries or improved onboarding efficiency, showing that you can thrive in a fast-paced environment.
✨Stay Updated on Regulations
Make sure you're up-to-date with the latest regulatory changes and industry standards that affect onboarding processes. Being knowledgeable about current AML/CFT legislation will not only impress your interviewers but also show your commitment to compliance.
✨Prepare for Team Collaboration Questions
Since the role involves working closely with client-facing teams and compliance, be prepared to discuss your experience in collaborative environments. Think of examples where you contributed to team objectives or helped resolve issues through teamwork.