Client Onboarding Relationship Manager

Do you have a strong understanding of client risk management and AML implications? Are you skilled in building and maintaining client relationships? A leading professional services firm is seeking a Client Onboarding Relationship Manager to lead the daily operations of their onboarding team.

In this key role, you’ll play a pivotal part in ensuring a seamless and compliant client onboarding experience while driving continuous improvement across processes and systems.

Key Responsibilities:

• Driving operational excellence through technology and process enhancements
• Participating in KYC and related working groups
• Overseeing first-line support to ensure efficient onboarding for new clients
• Identifying and resolving system issues, escalating when necessary
• Mentoring and training team members to foster growth and consistency
• Managing relationships with internal stakeholders and client engagement teams
• Ensuring adherence to internal quality management and compliance standards

Key Criteria:

• Proven experience with KYC and AML client risk frameworks
• Strong problem-solving abilities and attention to detail
• Excellent relationship-building and stakeholder management skills
• Experience in quality management and report writing (desirable)

Get in touch with our team today to learn more!