Analysis Skills, Customer Relations, Customer Satisfaction, Due Diligence, Identify Issues, Know Your Customer (KYC), Onboarding, Regulations, Risk Management, Sales, Sales Pipeline, Time Management
LOCATION
Getzville, NY
POSTED
5 days ago
Location: Getzville, NY
Duration: 12 Months
Rate: $35/hr. on W2
The Client Onboarding Team is responsible for implementing and managing a smooth and efficient process to handle all aspects of onboarding a client so that they are ready to do business. This will involve liaising with clients and several teams in Sales, Compliance, KYC, Operations, etc. to ensure that time to market is minimized and that transparency can be provided around the process.
The candidate for this role will be responsible for the remediation to an existing client population to adhere to CRD6 regulations. Assisting with necessary due diligence of KYC, document gathering, partnership with the business and meeting the necessary deadline.
Key Responsibilities:
Deliver overall client satisfaction while at the same time meeting the firm's global audit, compliance, risk and control requirements
Owning the onboarding request from end to end
Ensuring the continued progression of the onboarding request through the processes as quickly and effectively as possible
Communicating the status to internal and external parties on a regular basis
Manage the requests in the pipeline and then provide relevant status updates to end users
Effectively following up in a timely, professional manner
Manage your own pipelines and be aware of when to escalate issues
Identify and escalate issues with the processes
Take an active part in analysing data on end-to-end processes for tracking turnaround times of deliverables