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We're seeking a Client Onboarding Analyst to join our team and play a critical role in ensuring a smooth and efficient onboarding experience for our clients. Join our Custody Implementation Team and gain valuable experience in global custody, tax implications, asset servicing, and diverse local markets. Develop a comprehensive understanding of the financial services landscape, providing a strong foundation for career advancement.
Job Responsibility:
Own the client onboarding process from start to finish including documentation review, account setup, and ongoing maintenance
Provide outstanding customer service and resolve client inquiries with expertise and efficiency
Support, understand and implement client requirements
Monitor customer satisfaction and service level and drive process changes
Manage daily account opening and maintenance activities
Work closely with Sales, Compliance, Credit, Legal and Tax teams to onboard new clients
Participate in projects within the account services space
Promote a strong risk management culture and ensure regulatory compliance
Requirements:
Bachelor's/University degree
Advanced level of English (written and spoken)
0-2 years of experience in roles such as Client Onboarding, Custody, Treasury and Trade-related position, Client Documentation Review, Account Maintenance, Customer Due Diligence, AML, KYC
Excellent interpersonal and communication skills
Good time management skills
Strong analytical and problem-solving skills
Good understanding of finance
Availability to work during North America Working Hours
What we offer:
Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Paid Parental Leave Program (maternity and paternity leave)
Holiday Allowance
Sport Card + Sport and team recreation activities
Access to an array of learning and development resources
Discretional annual performance related bonus
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
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