Client Onboarding & Reporting Analyst (TOP Investment firm!)
Join to apply for the Client Onboarding & Reporting Analyst (TOP Investment firm!) role at Staging It
Client Onboarding & Reporting Analyst (TOP Investment firm!)
Join to apply for the Client Onboarding & Reporting Analyst (TOP Investment firm!) role at Staging It
Get AI-powered advice on this job and more exclusive features.
Client On-boarding & Reporting Analyst (TOP Investment firm!)
Looking to make a real impact? Want to join an extremely fast growing fund?
This is a Fully Remote role with a HQ in London. 1-2 days in the London office a month for a keeping in touch day(s)
Do you have Strong admin + early KYC/AML exposure?
Do you have experience with End-to-end onboarding + reporting + stakeholder coordination?
Key Responsibilities
* Manage the onboarding process for new clients, ensuring a seamless experience.
* Collect and verify necessary documentation in compliance with KYC/AML regulations.
* Coordinate with internal teams to set up client accounts and services
* Provide ongoing support to clients during the onboarding phase.
* Prepare and deliver accurate investment reports to clients and stakeholders.
* Analyze portfolio performance and provide insights to the investment team.
* Ensure compliance with reporting standards and regulations.
Qualifications
* Experience in client onboarding within the financial industry.
* Strong attention to detail and organizational skills.
* Knowledge of compliance and regulatory requirements.
* Excellent communication and customer service abilities.
* Experience in financial reporting and analysis.
* Proficiency in data analysis tools and software.
* Strong analytical and problem-solving skills.
* Attention to detail and accuracy.
Excellent benefits on offer and a high bonus!
Robert Half is proud to represent this client.
Two Stage process via Video Conference and quick turnaround. APPLY NOW!!
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Research, Analyst, and Information Technology
Referrals increase your chances of interviewing at Staging It by 2x
Get notified about new Reporting Analyst jobs in London, England, United Kingdom.
London, England, United Kingdom 1 week ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 1 month ago
Paddington, England, United Kingdom 2 weeks ago
London, England, United Kingdom 2 days ago
Business Analyst – Gas & Power (Regulatory Reporting)
London, England, United Kingdom 5 days ago
London, England, United Kingdom 2 months ago
London, England, United Kingdom 1 month ago
London, England, United Kingdom 10 hours ago
London, England, United Kingdom 3 days ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 months ago
London Area, United Kingdom £80,000.00-£84,000.00 10 hours ago
Surbiton, England, United Kingdom 5 days ago
London, England, United Kingdom 5 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr