Customer Service Representative - Career Growth. Hybrid. in London

With increased client demand and ever more complex scenarios we need additional support within our Client Life-Cycle team that plays a critical role in delivering an outstanding client experience by managing and continually improving all aspects of client onboarding and ongoing data management.

This role will accommodate a client-centric approach while ensuring tight regulatory compliance and strong collaboration with Front Office, Operations, Compliance and Technology.

We are a UK wealth management firm operating in a regulated environment, providing investment and wealth management services to private clients, families, charities and institutions. We have a collaborative working environment where people are given the opportunity to contribute meaningfully to the development of the business.

• Manage the end-to-end onboarding process for new clients (Private Clients, Trusts, Companies, SIPPs, Charities), ensuring cases are progressed efficiently and in line with policy and regulation.
• Client Data Integrity: Accurately capture and maintain client static data across core systems to meet operational, reporting, and regulatory requirements.
• Regulatory Compliance: Undertake AML/KYC reviews and ensure processes comply with FATCA, CRS, MiFID II, and US QI (W-series) obligations. Escalate higher-risk or complex cases as appropriate.
• Work closely with Compliance, Front Office, and Operations teams to resolve queries, provide feedback, and ensure a seamless client experience.
• Identify issues and suggest enhancements to processes, supporting the team’s drive for efficiency and digitisation.
• Experience in a client onboarding, AML/KYC, or client data role within Wealth or Asset Management (or financial services).
• Working knowledge of AML/KYC requirements and global tax/regulatory frameworks (FATCA, CRS, MiFID II).
• Strong attention to detail, with excellent organisational and data management skills.
• Ongoing commitment to CPD is expected and supported.
• Familiarity with digital onboarding tools and workflow platforms highly desirable.
• Regulatory & Risk Awareness: Good understanding of AML/KYC obligations across different client types and jurisdictions. Awareness of FATCA/CRS classification requirements and transaction reporting needs. Ability to identify risks and escalate appropriately. Ensures documentation and data capture are complete and auditable.
• Technology & Data Fluency: Comfortable using CRM and workflow systems (e.g. Salesforce, Nintex, Dynamic Planner). Understands how accurate data supports wider operational and compliance processes. Suggests improvements and supports change adoption.

This is an opportunity to join a growing and evolving organisation at an exciting stage of its journey. The chance to join a friendly, successful team passionate about helping our business grow and achieve its goals.

Opportunities for learning and career development.

Hybrid working environment with a minimum of 3 days / week in the office.