What will you be doing
Were seeking a talented Manager - Client Onboarding to join our team in Glasgow. You will be responsible for a team of 9 who will perform all daily activities associated with Vetting and XP Docs to ensure full compliance with antimoney laundering regulations the Financial Services Compensation Scheme FATCA FCA and CASS rules as well as Suitability and KYC requirements.
This includes the vetting of all relevant client documentation to ensure completeness accuracy and regulatory compliance and responsibility for delivering a timely and accurate onboarding service for new clients within agreed SLAs while maintaining highquality compliant data for existing clients.
You will play a critical role in safeguarding the firm supporting regulatory adherence and ensuring a positive and seamless start to the Client Journey.
As Manager - Client Onboarding your responsibilities will include among others:
Qualifications :
To be successful in this role you should:
Desired:
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Full-time
Experience: years
Vacancy: 1
Manager Client Onboarding • Glasgow, Scotland, UK
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