Client Onboarding

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding Team....

Creating a lasting first impression starts with a stellar client onboarding journey.  The Onboarding Officer (OO) works with the various stakeholders to ensure effective outcomes, compliance with processes and complete quality control reviews , escalating any issues identified to the Onboarding Team Lead.  As a Client Onboarding Associate, you will be...

Our client is on a mission to revolutionize IT by making it simple, effortless, & lightning-fast for businesses everywhere. Whether you're remote, onsite, or hybrid, they provide real-time issue resolution, security at the device, app and network levels, employee onboarding/offboarding, and IT management solutions.The RoleOur client is currently looking to...

RESPONSIBILITIES Strategy The Client Onboarding reviewer works in partnership with RM to get the client file to required standards of the bank the Advisory Centre and Booking Centre, will be responsible for assessing the risks of the client, provide assurance to the Business that the client file meets requirements, and approve the file. ...

Zodia Custody, an institution-first, FCA-regulated digital asset custodian, is seeking an experienced and dynamic Onboarding Manager to join their team. Established in 2020, Zodia Custody combines the agility of a start-up with the heritage of a 167-year-old financial institution, Standard Chartered, in association with Northern Trust and SBI. With a vision...

VIRTU As a leading financial technology firm, we leverage cutting-edge technology to deliver liquidity to global markets as well as innovative, transparent trading solutions and industry standard-setting analytics tools to our clients. As a market maker, Virtu provides deep liquidity that helps to create more efficient markets around the world. Our...

Cross Meta Support Operations (XSO) mission is to build a service engine that solves todays customer problems and prevents tomorrows.XSO teams are an operations driven organization, involved throughout the lifecycle of product development and service delivery to ensure that our customers have a seamless experience on our platform. This team is passionate...

Our client is a new-era VTuber project with a mission to create a sustainable platform where everyone can live as they want to be. We aim to unlock the potential of humanity through the avatar technology.The RoleIn this role, you will be working closely with our co-founders and will drive all aspects of people and organization-related initiatives to succeed...

The Client Onboarding and Documentation (CO&D) program is a cross-business program focused on building a global platform to streamline the Client On-boarding and Documentation process. This transformation program's goal is to implement a standardized and consistent Client on-boarding approach across . Morgan Chase Commercial and Investment Bank in order to...

Overview of Role/Principle Responsibilities We’re looking for an aspiring and self-motivated individual to join our Operations Onboarding team to manage and implement portfolio transition and mandate lifecycle initiatives to ensure adequate processing support for investment activities. You will co-ordinate client take ons and fund set ups. You will...

Responsibilities Lead critical new client onboardings by facilitating Legal Document Negotiation (ISDA / CSA / Regulatory documents) and credit documentation Work on key frameworks to enable clients to give new-to-bank flows. e.g non-standard collateral framework, clearing enablement for Swaps and other bank and securities products. ...

Roles & ResponsibilitiesJob Responsibilities Lead critical new client onboardings by facilitating Legal Document Negotiation (ISDA / CSA / Regulatory documents) and credit documentation Work on key frameworks to enable clients to give new-to-bank flows. e.g non-standard collateral framework, clearing enablement for Swaps and other bank and securities...

The Company: Entrust relies on curious, dedicated and innovative individuals whom anticipate the future and provide solutions for a more connected, mobile and secure world. Entrust’s technologies and expertise help government agencies, enterprises and financial institutions in more than 150 countries serve and safeguard citizens, employees and...

Join JPMorgan Chase, where you can provide excellent client service as part of the Fixed Income, Currencies and Commodities (FICC) eCommerce Client Service (eCS) team. We offer 24/5.5 pre-execution operational support for the Investment Bank’s electronic trading platforms, serving a diverse range of clients. eCS are part of the newly formed Digital Client...

Welcome to JPMorgan Chase. Are you looking for an opportunity to provide excellent client service? You have found the right team. The Fixed Income, Currencies and Commodities (FICC) eCommerce Client Service (eCS) team is responsible for the 24 / 5.5 pre-execution operational support for the Investment Bank’s proprietary and multi-dealer electronic...

ECI is the leading global provider of managed services, cybersecurity, and business transformation for mid-market financial services organizations across the globe. From its unmatched range of services, ECI provides stability, security and improved business performance, freeing clients from technology concerns and enabling them to focus on running their...

The OfferExcellent opportunity to build your career in the SaaS industry.Opportunity for quick career progression while enjoying lots of autonomy in your work.The JobAs a Client Success Partner, you will work with a regional team and be responsible for:Managing new & existing accounts, including helping in troubleshooting and providing support to new and...

Responsibilities : Client Retention & Growth: Build and manage strategic partnerships within your portfolio. Partner with internal support teams (Adops, Product, Data, Creative, Finance, Marketing etc) to ensure maximum levels of client-facing service. Identify customer needs and preferences to propose and develop new product features that align with...

Responsibilities - Responsible in managing, processing and reviewing the KYC information and documents for client on-boarding or periodic review - Work, coordinate and liaise across businesses and compliance units for timely completion of account onboarding and periodic review - Follow thoroughly the CDD and KYC review with relevant parties eg external and...

Join the dynamic Asia Client Services team at . Morgan Asset Management and deliver exceptional experiences to institutional clients as a Client Account Manager. You'll service clients across Singapore, Southeast Asia, Australia, and New Zealand, understanding their unique needs across all asset classes and advocating for them within the firm. Collaborate...