{"id":3012124,"url":"https://alion.io/job/schroders-client-onboarding-specialist","title":"Client Onboarding Specialist","company":{"id":1759316,"name":"Schroders","domain":"schroders.com","url":"https://alion.io/company/schroders-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":47000,"max_usd":120000,"period":"year","method":"role_country_seniority_unknown","sample_n":213},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-21T15:08:18Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-10-23T21:51:17Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Who we’re looking for\nThe Client Onboarding Specialist is responsible for the end-to-end, risk-based onboarding of Wealth Management clients, ensuring high standards of KYC, AML and financial crime compliance while delivering an efficient client experience.\nThe role requires strong analytical skills and sound judgement to understand clients and complex structures, assess source of wealth and source of funds, identify financial crime risks and determine when further investigation, challenge or escalation is required.\nAbout Us\nSchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.\nEstablished in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.\nThe base\nWe moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.\nWhat you'll do\nManage client onboarding cases from initiation to completion, taking ownership of quality, risk assessment and timely progression.\nConduct due diligence on High Net Worth Individuals, companies, trusts, foundations, charities and other complex structures.\nReview and critically assess KYC information, ownership and control structures, beneficial ownership and supporting evidence.\nAssess source of wealth and source of funds, ensuring information and evidence provide a credible and coherent explanation of the client's circumstances.\nIdentify and assess financial crime risks including PEPs, sanctions, adverse information, higher-risk jurisdictions and complex ownership structures.\nUndertake or support Enhanced Due Diligence (EDD) for higher-risk or complex relationships.\nIdentify gaps, inconsistencies and red flags, undertaking appropriate investigation, challenge and escalation.\nComplete clear, evidence-based client risk assessments, documenting key risks, mitigating factors and rationale.\nWork collaboratively with Front Office, Compliance, Financial Crime, Operations and other stakeholders to progress cases and resolve outstanding requirements.\nMaintain accurate, complete and defensible onboarding records in line with policies and procedures.\nSupport quality improvement, process enhancement and wider Client Lifecycle Management, including periodic and trigger-event reviews where required.\nThe knowledge, experience and qualifications you need\nRelevant experience in Client Onboarding / Account Opening, KYC, AML, CDD or Client Lifecycle Management within financial services.\nStrong practical knowledge of KYC, AML and financial crime risk.\nExperience assessing individual and entity clients, including beneficial ownership and complex structures.\nExperience reviewing source of wealth and source of funds.\nGood understanding of PEP, sanctions, adverse information and jurisdictional risks.\nStrong analytical skills and ability to identify material risks, inconsistencies and red flags.\nSound independent judgement with confidence to challenge and escalate where appropriate.\nStrong attention to detail and ability to produce clear, well-reasoned and evidence-based conclusions.\nAbility to manage multiple cases and priorities while maintaining quality and risk standards.\nStrong written and verbal communication and stakeholder-management skills.\nThe knowledge, experience and qualifications that’ll help\nWealth Management or Private Banking experience.\nExperience with EDD and higher-risk clients, trusts, foundations and complex ownership structures.\nExperience with periodic reviews, remediation or trigger-event reviews.\nUnderstanding of First Line financial crime controls and experience improving KYC processes or controls.\nExperience within a UK FCA-regulated environment.\nWe Recognise Potential, Whoever You Are\nOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.\nWe will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.","description_format":"text","description_chars":5051,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Flexible schedule"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Private Equity"],"lifecycle":[{"event":"open","at":"2026-10-21T15:36:34Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":1,"expected_fill_days":20,"reasons":["conf:0","velocity","win:early","comp:brand"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/schroders-client-onboarding-specialist","json_url":"https://alion.io/job/schroders-client-onboarding-specialist.json","meta":{"generated_at":"2026-10-23T22:41:32Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5648,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1759316},"rest":"https://alion.io/mcp/rest/get_company?id=1759316"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fschroders-client-onboarding-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fschroders-client-onboarding-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fschroders-client-onboarding-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/schroders-client-onboarding-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fschroders-client-onboarding-specialist"}]}