Description

You will manage client onboarding, regulatory compliance, and stakeholder relationships for financial services accounts.

Responsibilities

• Manage the end-to-end client onboarding process, ensuring strict adherence to regulatory standards and internal policies.
• Provide expert advice on KYC requirements to clients and account managers during the account opening phase.
• Review client documentation for accuracy and compliance, identifying discrepancies and escalating high-risk matters to the Compliance team.
• Follow up with clients regarding required documentation and coordinate with Account Managers to resolve issues.
• Manage multiple stakeholders to facilitate smooth service delivery and governance alignment.

Required Skills

• 9+ years of experience in Client Onboarding, B2B Sales, or Account Executive roles.
• Industry experience in Brokerage, Treasury, Securities Exchange, Corporate Banking, or Financial Services.
• Strong working knowledge of Client Management and Service Delivery frameworks.
• Experience managing governance, insurance, SOW, and MSA documentation.
• Proficiency in handling numerical data with strong analytical skills.
• Proven ability in B2B Sales and Marketing strategies.
• Any graduate degree.

Key Skills

Education

ANY GRADUATE