GBM Securities
Client Onboarding and CRM Analyst
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Role Summary
We are hiring a Client Onboarding and CRM Analyst to support the end-to-end client lifecycle across onboarding, KYC/AML, and ongoing client data management. This is an operational, client-facing role working closely with Front Office, Operations, Risk, Compliance, and Legal teams, focused on timely account setup, regulatory documentation, CRM data integrity, and day-to-day client support. The position also offers scope to expand into broader client-experience, process-improvement, and regulatory-change initiatives as the business scales and client activity grows.
Key Responsibilities
Client Onboarding
- Act as the primary point of contact during new client account setup.
- Liaise with internal teams including Operations, Risk, Compliance, Legal, and Front Office to ensure efficient, accurate onboarding.
- Set up and verify client records across internal systems and CRM platforms.
Compliance & Documentation
- Support the initial stages of the Customer Identification Program (CIP), Know Your Customer (KYC), Customer Due Diligence (CDD), and Anti-Money Laundering (AML) processes, including document collection and first-level review.
- Escalate incomplete or higher-risk profiles for Enhanced Due Diligence (EDD) to dedicated Compliance and AML teams where required.
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Client Relationship Management
- Act as an ongoing operational point of contact for clients post-onboarding.
- Handle day-to-day client queries related to reporting, statements, and static data updates.
- Coordinate with internal teams to resolve issues or service disruptions quickly and efficiently.
- Identify operational or client-facing friction points and recommend process improvements to enhance efficiency and client experience.
CRM System & Data Management
- Maintain accurate and up-to-date client information and activity records within the CRM system.
- Track periodic KYC review cycles and proactively flag upcoming or overdue KYC refreshes to ensure regulatory compliance.
- Request updated documents from clients as part of the KYC review process and ensure the CRM is updated accordingly.
Process Improvement & Projects
- Contribute to ad hoc initiatives aimed at streamlining the client lifecycle, improving data quality, and enhancing onboarding processes or cross-team collaboration.
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Qualification & Experience
- Experience in client servicing, onboarding, operations, or compliance within financial services or a related industry.
- Familiarity with KYC/AML frameworks, customer due diligence, and basic credit or account documentation.
- Bachelor’s degree or equivalent experience in finance, business, legal, or a related field preferred.
- Good understanding of broker or prime broker operating models, including client account workflows and associated regulatory requirements (KYC, AML, CDD).
- Proficiency with CRM systems (Salesforce preferred) and Microsoft Office.
- Strong analytical, organisational, and multitasking skills.
- Clear, professional written and verbal communication skills, with a high level of attention to detail.
How to Apply
To apply, please send your CV and a brief note outlining your relevant experience and interest in the role to onboarding-jobs@gbmsecurities.com
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