Client Onboarding Specialist

Roles & ResponsibilitiesWe are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation and...

Roles & Responsibilities[Job ID: 969678]The Client Onboarding Specialist plays a critical role in ensuring that all client documentation and account information are processed in line with regulatory requirements and internal policies.Responsibilities:Proactively manage the acquisition and onboarding of new clients Coordinate with internal stakeholders...

Roles & Responsibilities[Job ID: 969679]A Banking Client Onboarding Specialist is responsible for managing the end-to-end process of onboarding new clients to the bank, ensuring a seamless and efficient experience. This role involves verifying and collecting necessary documentation, performing KYC (Know Your Customer) and AML (Anti-Money Laundering) checks,...

Roles & Responsibilities[Job ID: 969679]A Banking Client Onboarding Specialist is responsible for managing the end-to-end process of onboarding new clients to the bank, ensuring a seamless and efficient experience. This role involves verifying and collecting necessary documentation, performing KYC (Know Your Customer) and AML (Anti-Money Laundering) checks,...

Roles & ResponsibilitiesYour role :Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? We're looking for someone like that to:• deploy connections of e-trading platforms to external connectivity partners;• conduct and support FIX certification and UAT testing to external...

Roles & ResponsibilitiesYour role :Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? We're looking for someone like that to:• deploy connections of e-trading platforms to external connectivity partners;• conduct and support FIX certification and UAT testing to external...

Roles & Responsibilities[Job ID: 969679]A Banking Client Onboarding Specialist is responsible for managing the end-to-end process of onboarding new clients to the bank, ensuring a seamless and efficient experience. This role involves verifying and collecting necessary documentation, performing KYC (Know Your Customer) and AML (Anti-Money Laundering) checks,...

The Time for CHANGE is Now! - Linnovate Partners is a premium asset servicing firm, blending technology with industry expertise to deliver transformational experience to clients. We are dedicated to helping investors and investees to unlock investment value, and to streamlining various processes through automation, from administration to reporting to...

Roles & ResponsibilitiesExcellent opportunity to join a global investment bank 6 months contract, opportunity to extendAbout Our ClientThe client is a leading global investment banking, securities, and investment management firm. The firm operates offices worldwide, with a strong presence in major financial hubs like London, Hong Kong, Tokyo, and Frankfurt,...

**Job **Description** - Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation. - Interface as a case manager to seamlessly handle all the different steps for onboarding a client, handle all queries from the client/client...

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

Roles & ResponsibilitiesJob PurposeICE Data Services is seeking an exceptional and highly motivated onboarding specialist to join a fast-paced Global Delivery Team. The Client On-Boarding Specialist is an integral part of ICE Data Services overall operational workflow which contributes significantly to the overall success of the business.In this role, the...

The Client Engagement Specialist (CES) is responsible for managing all renewal aspects of the relationship with a defined set of customers. The Client Engagement Specialist is responsible for retaining the existing contract revenue within existing buying centers and supporting new sales into these accounts made by the Account Executive. To this end the...

Roles & ResponsibilitiesRole PurposePerform onboarding processing including document review and account set-up. Ensure adherence to regulations, guidelines, standards and policies. Maintain in-depth awareness of potential legislative and policy breaches and act to proactively prevent their occurrence. Provide support to internal clients through...

Wells Fargo CIB Operations operates a centralized Client Onboarding team consisting of a Client-facing Facilitation team, documentation team, AML/KYC team and a data management team. The team based in APAC has a new analyst level opportunity for a Client Onboarding Facilitator in Hong Kong. The Client Onboarding Facilitation team will liaise with external...

Roles & ResponsibilitiesYour roleWe're looking for a Client Onboarding Specialist to:Be the dedicated point of contact for front-to-back support throughout the client onboarding journey. Engage directly with client advisors to understand client profile, assess documentation requirements and capture required inputs. keep up with evolving business...

Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

**About Prive** Privé Technologies is one of the first and fastest-growing FinTech companies based in Hong Kong, with multiple offices in Asia and Europe. Our core offering is an innovative wealth management platform, which is seen by many as a disruptive force in the industry. Our current clients include financial institutions like External Asset...

**ROLE AND RESPONSIBILITIES (include but are not limited to)**: - Take ownership of the new client account opening process, performing KYC reviews and due diligence for individual, corporate, and institutional clients. - Verify customer identification and documentation to ensure compliance with internal policies and external regulatory requirements. -...

About the RoleThe GMP Group is seeking a Client Account Opening Officer to join our team. In this role, you will be responsible for conducting due diligence on clients, ensuring that all necessary documentation is in place, and maintaining accurate records.The ideal candidate will have excellent communication and organizational skills, as well as the ability...