PwC CI LLP Full time Ref: 20251426 Opened: 25/08/2025 Closes: 25/09/2025Job Summary:This role plays a crucial part in enhancing the effectiveness and efficiency of our Client Onboarding experience. The primary focus of this position is to serve as a relationship coordinator, bridging the gap between our business (cross-Line of Service Engagement Teams and their Clients) and our KYC Operations Team. The Onboarding Adviser will use their knowledge of the firm's AML/CFT policies and Client Acceptance procedures to ensure smooth communication across these stakeholders, managing their expectations in order to streamline and simplify how we obtain KYC data and ensure that our engagement teams are fulfilling their requirements relating to Client and Engagement procedures.Responsibilities:Responsibilities include:
Respond effectively to all AML related queries relating to procedures, policy and respective systems for KYC.
To communicate with engagement teams to keep them updated with onboarding status, escalating any issues early and proactively solving problems for these teams.
Guide clients and engagement teams throughout the KYC process to obtain all the necessary documentation needed to satisfy the AML requirements and to pass this information to the CoE.
To act as a conduit between the KYC Operations Team and the client/engagement teams to ensure correct interpretation of the KYC requirements and to simplify the requests which are made of the administrators/clients.
Demonstrate quality and technical expertise by acting as the first point of contact for the CoE for queries and/or additional outreach on a KYC profile to ensure outreach is only conducted if needed - leveraging existing data and local industry knowledge.
Take ownership for charging all time spent on onboarding work to relevant WBS codes to provide relevant and accurate management information regarding the onboarding process. It is expected that this role will be chargeable.
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