Client Onboarding Specialist
The ideal candidate will possess a solid understanding of client onboarding requirements, including new global regulatory frameworks, credit, legal, and AML/KYC.
* Grow long-term relationships with clients
* Assess client needs and priorities daily
* Manage priorities and expedite trading while ensuring stakeholder engagement and risk minimization
This role involves working closely with sales and trading teams, stakeholders, and internal teams to deliver exceptional client service.
Key Responsibilities
* Clients Relationship Management: Develop and maintain strong relationships with clients, fostering trust and loyalty through timely communication and proactive issue resolution.
* Client Needs Assessment: Conduct thorough assessments of client needs and priorities, identifying areas for improvement and developing strategies to meet their evolving demands.
* Priority Management: Effectively manage multiple priorities, expediting trading activities while ensuring seamless stakeholder engagement and minimizing risks associated with client transactions.
Benefits
This role offers a unique opportunity to work in a dynamic environment, collaborating with cross-functional teams to deliver exceptional client experiences. As a Client Onboarding Specialist, you will have the chance to develop your skills and expertise in client relationship management, priority management, and stakeholder engagement.
This position is an excellent choice for professionals seeking a challenging and rewarding career in financial services. If you are a motivated individual with a passion for delivering outstanding client service, we encourage you to apply for this exciting opportunity.