At a Glance
- Tasks: Support client onboarding and manage KYC processes for an exceptional client experience.
- Company: Join J.P. Morgan, a leading global financial services firm.
- Benefits: Gain valuable experience in a fast-paced environment with potential for growth.
- Other info: Inclusive recruitment process with support available for all candidates.
- Why this job: Be part of a dynamic team and enhance your skills in finance and compliance.
- Qualifications: Customer-focused, adaptable, and proficient in MS Office; Salesforce experience is a plus.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking an Escrow Client Onboarding Analyst to join J.P. Morgan in London on an initial 6 months contract. In this role, you will support Escrow Sales Executives in managing client onboarding, coordinating Anti‑Money Laundering (AML) and Know Your Customer (KYC) processes, maintaining client documentation, and providing day‑to‑day support across the sales lifecycle to help deliver an exceptional client experience. Previous experience of Salesforce is also a plus.
Key Responsibilities
- Product and Risk Knowledge: Understand escrow products, associated risks, clients, and sales strategies is highly advantageous.
- Client Onboarding: Review and ensure proper client documentation for KYC compliance.
- Communication and Coordination: Liaise with clients and internal teams to manage KYC documentation and timelines.
- KYC Process Management: Oversee KYC approvals, address queries, and ensure checks are completed before closing deals.
- Risk Management: Work with compliance teams to address and resolve risk issues as needed.
- Sales System Management: Enter deal information into the sales system, manage pipeline reports, and participate in meetings.
- Business Development Support: Assist in research and preparation for sales calls.
- Client Correspondence: Prepare marketing and follow‑up materials for clients.
Qualifications
- Customer‑focused with multitasking ability in a fast‑paced environment.
- Ability to work under pressure and meet deadlines.
- Adaptable to changes in processes and workflows.
- Excellent communication, presentation, organization, and time‑management skills.
- Critical thinking and creativity for business development.
- Proficient in MS Office and internet‑based systems.
- Positive, team‑oriented, self‑starter, resourceful, and analytical.
- Knowledge and experience of Know Your Customer (KYC)/ Customer Due Diligence (CDD) compliance and AML regulations is a plus.
- Knowledge or experience in M&A or institutional escrow services is a plus.
- Experience with Salesforce is a big plus.
- Experience in banking or financial services preferred.
This role requires a proactive individual who can manage multiple tasks, ensure compliance, and effectively support sales efforts.
We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at adjustments@robertwalters.com to discuss how we can support you.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
