Onboarding & Client Lifecycle Manager

We are partnering with a leading global provider of business, legal and financial services to recruit an Onboarding & Client Lifecycle Manager. This is an exciting opportunity to play a key role in the end-to-end management of client onboarding, acting as the central point of coordination between multiple stakeholders to deliver a seamless and compliant client experience while supporting the evolution of a global client lifecycle model.

What you’ll do

• Manage onboarding cases from initiation through to client activation, ensuring timelines, actions and dependencies are clearly tracked and delivered.
• Coordinate with relationship management, compliance, KYC, legal, finance and operational teams to progress cases and resolve any issues.
• Maintain onboarding workflows, client records and governance reporting within relevant systems.
• Oversee onboarding documentation, including jurisdictional requirements and FATCA/CRS information where applicable.
• Review KYC outputs, identify discrepancies, obtain additional information and maintain robust audit trails.
• Support enhanced due diligence processes, risk assessments, approvals and activation readiness.

What you’ll need

• Previous experience in onboarding, client lifecycle management, KYC/AML, operations, banking, corporate services, fund administration or a similar financial services environment.
• Strong understanding of AML, KYC, CDD, sanctions screening, beneficial ownership, FATCA and CRS requirements.
• Proven ability to manage complex cases involving multiple stakeholders and competing priorities.
• Excellent organisational, communication and problem-solving skills.
• Strong attention to detail with a focus on data accuracy, controls and governance.
• A proactive and collaborative approach with the confidence to challenge, escalate and drive outcomes where required.

Why join?

• Join a globally recognised organisation with an excellent reputation across the financial services sector.
• Take ownership of complex and varied onboarding cases with exposure to international clients and stakeholders.
• Be part of a growing client lifecycle function undergoing exciting transformation and development.
• Benefit from genuine career progression opportunities into senior management, leadership and transformation-focused roles.

• Enjoy a collaborative and supportive working environment with flexible hybrid working arrangements.

More information about this role is available upon request – contact the team today for further details.