Client Onboarding Expert

About the RoleWe are seeking a skilled Client Onboarding Specialist to join our team. As a key member, you will be responsible for providing comprehensive support in onboarding to our clients and client advisors.Key Responsibilities:Client Support - Assist Wealth Management Client Advisors and clients with all client onboarding mattersNew Business...

Job Summary">We are seeking a highly skilled professional to lead our Client Due Diligence and Onboarding team. As a key member of our Global Business and Operations Services division, you will be responsible for ensuring the smooth and efficient onboarding process for our clients.">Main Responsibilities:">Manage a team of professionals responsible for...

Job Opportunity: Senior Client Onboarding Specialist Role Overview: We are seeking an experienced and meticulous professional to oversee client onboarding, ensuring seamless transitions and accurate record-keeping. This role is pivotal in maintaining high standards of efficiency and precision in a fast-paced environment.Main Responsibilities:Client...

Client Onboarding SpecialistThis is a critical position within our organization responsible for ensuring seamless client onboarding processes.The ideal candidate will possess experience in compliance, KYC/AML, and client onboarding with strong analytical and organizational skills.Key Responsibilities:Conduct thorough due diligence checks on client...

Client Onboarding Specialist Role OverviewThe Client Onboarding Specialist plays a crucial role in ensuring the timely completion of Know Your Client (KYC) onboarding requirements. This involves collaborating with various teams to support the Bank's global regulatory and policy needs.Key Responsibilities:Work closely with bankers, operations, and relevant...

Senior Front Office Onboarding SpecialistAbout the RoleWe are seeking a seasoned professional to lead our front office onboarding function, driving operational excellence and fostering strong collaboration across various stakeholders.Key ResponsibilitiesStrategic Leadership: Set the strategic vision and long-term goals for the front office client onboarding...

Job Title: Client Onboarding SpecialistRole SummaryWe are seeking a seasoned professional to join our team as a Client Onboarding Specialist. In this role, you will serve as the key liaison between client relationship teams and AML Refresh Operations, ensuring seamless management of client periodic reviews for the Private Banking and Private Wealth...

Job Summary: This role is pivotal in ensuring seamless client onboarding and maintaining accurate records. The ideal candidate should be meticulous, able to work autonomously and multitask in a high-pressure environment. Key Responsibilities: Client Onboarding: Conduct thorough reviews to ensure all documentation is in order upon opening, including...

Job Description">We are seeking a highly skilled and experienced Client Onboarding Specialist to join our team. The successful candidate will be responsible for providing comprehensive support in onboarding to our clients and client advisors in various market teams.The ideal candidate will have excellent communication and interpersonal skills, with the...

Private Wealth Onboarding SpecialistThis position sits within our Private Wealth unit and is responsible for supporting the front office in ensuring timely and compliant onboarding of new clients.The successful candidate is expected to be well-versed in AML/CFT standards, and familiar with documentation and regulatory requirements for Private Wealth account...