Client Onboarding Specialist - Remote

Overview

As a Client Onboarding Specialist at Flagstone, you will be responsible for providing a stellar onboarding experience for clients in a fast-growing fintech environment, ensuring compliance with internal procedures and policies.

In Short

• Join a dynamic fintech scale-up focused on client onboarding.
• Drive client satisfaction and success through seamless onboarding.
• Ensure compliance with AML regulations and internal policies.
• Manage ongoing client relationships and provide technical assistance.
• Utilize CRM tools and workflow management systems.
• Work in a culture that values kindness, respect, and growth.
• Contribute to a diverse and inclusive community.
• Receive comprehensive benefits including private healthcare and learning bursaries.
• Flexible working options available.
• Opportunity to develop professionally in a supportive environment.

Requirements

• Solid understanding of AML regulations.
• Experience in KYC and due diligence processes.
• Strong interpersonal and communication skills.
• Ability to manage multiple projects and prioritize tasks.
• Attention to detail and quality assurance in onboarding.
• Knowledge of client onboarding best practices.
• Familiarity with CRM tools like Salesforce.
• Problem-solving and conflict resolution skills.

Benefits

• Private healthcare and life insurance.
• Matched pension contributions.
• Income protection and dental/optical care.
• Remote working possibilities.
• Annual learning bursary of £1,000.
• 25 days holiday plus bank holidays.
• Home working kit provided.
• Community and charity leave.
• Quarterly wellness leave.
• Gym discounts available.