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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding processes, including AML/KYC compliance, corporate structures, and tax registrations. Proficient in managing documentation and maintaining accurate records while ensuring regulatory compliance and quality standards.
Highest-signal resume keywords
AML/KYC ComplianceClient Onboarding ProcessesCorporate Tax RegistrationMicrosoft Excel ProficiencySalesforce CRM Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingLegal Agreement DraftingData ManagementTax RegistrationDocument ProcessingAnalytical SkillsProblem-SolvingAttention to DetailRegulatory ComplianceCorporate Structures Knowledge
Soft Skills
Organisational SkillsCommunication SkillsClient-Focused ApproachAbility to Manage DeadlinesEnthusiasm to Learn
Tools & Technologies
Microsoft OfficeSalesforceDocuSignCRM Systems
Industry Keywords
Financial ServicesCorporate ServicesFund AdministrationAviation FinanceStructured Finance
About the role
Key responsibilities & impact- Support the onboarding of new Corporate Services clients and entities.
- Manage and respond to internal and external AML/KYC requests.
- Collect and process required documentation.
- Coordinate the incorporation of SPVs and other corporate entities.
- Process and monitor Legal Entity Identifier applications and renewals.
- Complete Corporate Tax, VAT and other tax registrations.
- Assist with opening client bank accounts and liaise with banking partners.
- Maintain accurate client records and documentation in CRM and internal systems.
- Manage onboarding data and ensure information is complete, accurate and accessible.
- Draft and review legal agreements and onboarding documentation.
- Prepare and update client onboarding trackers for transition to operational teams.
- Liaise with clients, legal counsel, tax advisers and other third parties to obtain onboarding information.
Requirements
What you’ll need- Third-level qualification in Business, Finance, Law, Accounting or a related discipline.
- Strong organisational skills with excellent attention to detail.
- Ability to manage multiple deadlines and priorities simultaneously.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office applications, particularly Excel, Word and Outlook.
- Previous experience within financial services, corporate services, fund administration, aviation finance or structured finance.
- Knowledge of AML/KYC requirements and client onboarding processes.
- Familiarity with Salesforce, or similar CRM systems and DocuSign.
- Understanding of corporate structures, SPVs and regulated entities.
- Strong analytical and problem-solving skills.
- Client-focused with a professional approach.
- Enthusiastic and eager to learn.
- Ability to work in a fast-paced and deadline-driven environment.
- Strong commitment to accuracy, quality and regulatory compliance.
Benefits
Comp & perks- Opportunity to build a career within a global financial services organisation.
- Exposure to complex international corporate structures and transactions.
- Professional development and study support opportunities.
- Competitive salary and benefits package.