We’re Gravita: the accountants fuelling ambitious businesses. We’re a full service, tech-enabled firm, working with entrepreneurs and businesses to help them achieve their goals, and make an impact in the world.
We’re growing fast and are bringing like-minded advisors together to form a full-service tech-enabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster.
Our mission is to become the UK’s leading tech-enabled accounting firm for SMEs. We have ambitious goals and our high-calibre team work hard to achieve them. We are one team with one agenda, working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us, you’ll not only be working on exciting client challenges, you’ll also be helping us shape the future of accounting.
As a Senior associate in Client Operations, you’ll play a key role in ensuring client onboarding and continuation processes meet legal, regulatory, and internal compliance requirements while delivering an excellent client experience. Working closely with the Director of Financial Crime & Acceptance and the Quality, Risk Management & Compliance team, you’ll support AML and financial crime controls, maintain accurate client records across core systems, and help ensure adherence to industry regulations and best practices. You will also contribute to enhancing processes and supporting a seamless client journey from onboarding through to ongoing engagement.
New Clients – Onboarding & Compliance Management
Letters of Engagement (LoE): Prepare, issue, and file Letters of Engagement (LoEs) for new clients, ensuring that all documentation complies with internal and external regulatory standards.
Existing Clients – Client Continuation Compliance & Data Management
Refreshing Letters of Engagement (LoEs): Proactively manage the periodic refresh of LoEs, typically every three years, ensuring that these documents reflect current compliance regulations and client agreements.
Regulatory Compliance: Maintain a strong understanding of industry regulations, such as AML directives, GDPR, and data protection laws, ensuring that all client data management practices comply with these standards.
Process: Take ownership of the firm's engagement letter process, driving operational excellence by refining workflows, leveraging SharePoint-based solutions, and proactively evaluating AI and other technologies to improve client experience, compliance, and efficiency.
Process data: Act as a central point of ownership for key data and reporting requirements, maintaining data integrity, identifying trends, and delivering regular updates to stakeholders and client teams.
Previous experience in compliance support role, particularly involving client onboarding, AML checks, and data management in systems like CCH and DMS.
When you join Gravita, we’ll support you on your own growth journey. We want to be the place you learn, grow and unlock your true potential.
We’ll work with you to build a progression plan to outline how you’ll grow at our company and everything we’ll do to help you get there. We’re also passionate about learning and development, to help you focus on your future.
Our standard working week is a 37.5-hour week on a hybrid basis
Core working hours are 10am - 4pm Monday to Friday
Flexible working and happy employees are at the top of our list here at Gravita and we have been working hard to support our teams through the fast-paced changes.
Your development won’t be forgotten, our development support is extraordinary for a firm of our size.
It's a busy, fast-paced environment here at Gravita. Feel free to check out our social media channels (Instagram, X, LinkedIn and Glassdoor).
