Senior Client Executive

Job Description:

Core-Asset Consulting is working with a leading UK-based financial services firm to recruit a Senior Client Executive to join their team in Edinburgh.

In this role you will manage a portfolio of clients, overseeing onboarding activities and ongoing investor servicing, while ensuring high standards of accuracy, client service, and regulatory compliance.

• 3-5 years' experience within a regulated financial services environment

• Degree qualified or equivalent

• Good understanding of UK AML regulations

• Strong analytical skills

• Excellent attention to detail

• Strong communication skills

• Ability to manage multiple priorities and meet deadlines

• Experience with KYC systems or similar platforms is advantageous

• Manage a portfolio of clients, supporting day-to-day operational activities

• Support client and investor onboarding processes in line with established procedures

• Conduct KYC and due diligence checks, including review of ownership structures and beneficial ownership information

• Assess client risk profiles and escalate where enhanced due diligence is required

• Review documentation and processes to maintain accuracy and quality control standards

• Prepare due diligence reports and assist with investor communications and fund documentation

• Act as a point of contact for client queries

• A highly competitive salary

• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16444)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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