Client Onboarding Associate, Operations, Mumbai

3 months ago


Mumbai Maharashtra, India Jefferies & Company, Inc. Full time

**Role**

Working with the London Client On-Boarding team, the incumbent will support the equity and fixed income divisions in the APAC region with processing new business client onboarding requests.

The role will involve liaison with other Jefferies areas such as Front and Middle Offices, Legal, Compliance and Static Data.

**Key Responsibilities**
- Client Outreach
- Tracking client responses
- Updating records and internal systems
- Liaising with other internal departments
- Producing Status reportsSupporting the COB London team with the onboarding of new business

The following skills and experience are required for this role:

- Excellent English speaking is essential.
- Minimum five years’ experience on a KYC related project or within a Client On-Boarding team
- Relevant experience of onboarding clients/brokers on UK account carriers
- Strong organizational and communication skills
- Ability to prioritize work effectively
- Strong PC skills, particularly Microsoft Office products.
- Knowledge/experience of US Onboarding requirements and US CDD rule would be preferred but not essential.


  • Client Onboarding

    6 months ago


    Mumbai, Maharashtra, India Esynergies Services Full time

    Experience min 1 years Salary 15k Location western line Mumbai Skill - : new client onboarding coordinate with him Digital marketing, and social media handling Client onboarding needed **Job Types**: Full-time, Part-time, Temporary Contract length: 3 months Pay: ₹8,756.80 - ₹14,718.01 per month Expected hours: 42 per week **Benefits**: - Health...


  • Mumbai, India Jefferies Full time

    Role Working with the London Client On-Boarding team, the incumbent will support the equity and fixed income divisions in the APAC region with processing new business client onboarding requests. The role will involve liaison with other Jefferies areas such as Front and Middle Offices, Legal, Compliance and Static Data. Key Responsibilities Client...


  • Mumbai, Maharashtra, India FactSet Research Systems Full time

    JOB DESCRIPTION : Client Solutions Associate ABOUT FACTSET FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information...


  • Mumbai, Maharashtra, India Flexiloans Technologies Pvt Ltd. Full time

    **Who we are**: FlexiLoans is a technology based Digital financing platform started with an endeavor to solve the problems that small businesses face in accessing Quick, Flexible and Adequate funds for growing their Businesses. Our vision is to give "Financial access at a click". Our talent pool has rockstars from diverse backgrounds - ex - Founders,...


  • Mumbai, Maharashtra, India Nimbbl Full time

    **COMPANY PROFILE**: Nimbbl is a Mumbai-based credit and payments technology company that aims to revolutionise online commerce payments, reducing processing time to under 1 second. Operating at the convergence of payments and lending, we empower eCommerce businesses with cutting-edge solutions, resulting in higher conversions. **JOB LOCATION **:Andheri,...

  • Client Coordinator

    6 months ago


    Kandivali, Mumbai, Maharashtra, India Client of Peoplelan LLP Full time

    **Job Summary**: As a Client Coordinator at Being Wealthy, you will play a crucial role in supporting our client services team to ensure clients receive outstanding support and assistance. You will work closely with senior client coordinators and managers to build and maintain client relationships, address inquiries, and facilitate the successful delivery of...


  • mumbai, India IDfy Full time

    About IDfy IDfy is an Integrated Identity Platform offering products and solutions for KYC, KYB, Background Verifications, Risk Assessment, and Digital Onboarding. We establish trust while delivering a frictionless experience for you, your employees, customers and partners. Only IDfy combines enterprise-grade technology with business understanding and has...


  • mumbai, India IDfy Full time

    About IDfyIDfy is an Integrated Identity Platform offering products and solutions for KYC, KYB, Background Verifications, Risk Assessment, and Digital Onboarding. We establish trust while delivering a frictionless experience for you, your employees, customers and partners.Only IDfy combines enterprise-grade technology with business understanding and has the...


  • Lower Parel, Mumbai, Maharashtra, India Carnelian Asset Management and Advisors Private Limited Full time

    **Client Onboarding**: - Initiating, Assisting and timely completing onboarding of Clients (Offline as well as online) - Undertaking Client’s KYC, IPV, CKYC/KRA verification - Engaging with DP, Brokers, Banks, Clients, Distributors, Operation & other inhouse team for all onboarding matters and updations. - Reverting & resolving Client and distributors...


  • Mumbai, Maharashtra, India FactSet Research Systems Full time

    Position Name: Client Solutions Associate Department: APAC Client Consulting Location: Mumbai ABOUT FACTSET FactSet is a leading provider of integrated online financial and economic information to the global financial community. FactSet offers mission-critical investment research and workflow solutions to analysts, portfolio managers, investment bankers...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India BNY Mellon Full time

    Overview Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets,...

  • Sob Bdm Mumbai

    6 months ago


    Mumbai, Maharashtra, India HyreFox Consultants Full time

    What will you be doing Responsible for identifying suitable commercial properties for opening new hotels in assigned geography, negotiating commercials, scope of work & finalizing acquisition deals Building join business plans with key partners like property developers, landlords, project consultants, property brokers in order to have a profitable business...


  • mumbai, India IDfy Full time

    About IDfyIDfy is an Integrated Identity Platform offering products and solutions for KYC, KYB, Background Verifications, Risk Assessment, and Digital Onboarding. We establish trust while delivering a frictionless experience for you, your employees, customers and partners.Only IDfy combines enterprise-grade technology with business understanding and has the...


  • mumbai, India IDfy Full time

    About IDfy IDfy is an Integrated Identity Platform offering products and solutions for KYC, KYB, Background Verifications, Risk Assessment, and Digital Onboarding. We establish trust while delivering a frictionless experience for you, your employees, customers and partners. Only IDfy combines enterprise-grade technology with business understanding and has...


  • Mumbai, Maharashtra, India Ufirst Financial Services LLP Full time

    We are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial...


  • Mumbai, Maharashtra, India Citi Full time

    About the RoleWe are seeking an experienced Senior Client Onboarding Director to lead our Client Onboarding team in a challenging and dynamic environment. The ideal candidate will have a proven track record of successfully onboarding clients and managing high-performing teams.Job DescriptionThe Senior Client Onboarding Director will be responsible...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    **Associate II (Grade H) - (Contract Management)** **Client Onboarding/Transitions/Conversions/Know Your Client** **_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India BNY Mellon Full time

    Overview Associate, Client Onboarding/Transitions/Conversions/Know Your Client Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or...


  • Mumbai, India MoSahay Associate Full time

    Job Title: Guest Service Associate Company: PVR INOX Cinema Hall Location: MUMBAI(E) **Salary**: Freshers with Normal Graduation - 20,000 INR per month Freshers with Hotel Management Background - 22,000 INR per month Job Summary: As a Guest Service Associate at INOX Cinema Hall, you will play a crucial role in providing exceptional guest experiences...