GBM Securities | Open Position: Client Onboarding and CRM Analyst
About this role
Open jobs / Client Onboarding and CRM Analyst Operations London (UK) 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. 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. 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 Your premier prime broker for accessing global markets with tailored services for sophisticated investors. Expert guidance, unmatched market access, and cutting-edge technology to maximize value and success in global trading. GBM Securities is authorised and regulated by the Financial Conduct Authority FRN 586463. About Us services team Careers newsroom Contact Us © 2026 GBM Securities. All rights reserved.
What this role is, and what else it is called
Employers in London advertise this kind of work as CRM Manager, Salesforce Developer, Salesforce Consultant and Salesforce Technical Lead too, so it is worth searching more than one wording. It is a mid-level Enterprise Applications role in London, advertised as on-site.
How this role compares to the market
634 live UK roles list Salesforce right now, from 139 employers. The median advertised salary is £60,000; 24% are advertised as remote. Browse Salesforce roles.
London has 4,313 live IT vacancies across 1,364 employers, with a median advertised salary of £70,000. Browse London roles.
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Technologies mentioned
Detected on Gbmsecurities's careers page. ProdReady Recruitment lists this vacancy as an aggregator and is not the employer; applications go to the employer's own site. More IT jobs in London.