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Client On-Boarding Manager - Corporate Services industry - City, London, United Kingdom, EC1A2


AM Finance is working with a growing, dynamic international financial services and advisory company who are seeking a Client On-Boarding Manager to join them in their office in the City.

You will be responsible for all international client-facing work and management of client relationships.

The ideal Client On-Boarding Manager will be responsible for:

  • Interfacing with HNW private clients, lawyers, family office and private banks
  • On boarding and exiting clients

  • Compliance adherence

  • Client accounts Department and accounting filing management

  • Billing

  • Supplier management

  • Opening bank accounts

  • Work In progress reporting

  • Management of ageing and bad debt/ credit control

  • Supplier's invoicing reconciling

The ideal Client On-Boarding Manager will be:

  • Previous experience of opening and closing bank accounts

  • Compliance or company secretarial experience
  • Experience working with HNW or private clients or off shore companies would be beneficial
  • Experience working in a corporate service provider
  • Ability to engage with a variety of clients in multiple jurisdictions

  • Ability to work within a team

  • Understanding of corporate governance beneficial

For more information please apply to Carolyn Beckford via the application button.