Client Onboarding Specialist
1 month ago
Role
As a key member of the London Client On-Boarding team at Jefferies, you will support the equity and fixed income divisions in the APAC region with processing new business client onboarding requests.
The role involves liaison with other Jefferies areas such as Front and Middle Offices, Legal, Compliance, and Static Data.
Key Responsibilities
- Client Outreach and Engagement
- Tracking client responses and updating records
- Liaising with internal departments for efficient onboarding
- Producing Status reports for stakeholders
- Supporting the COB London team with new business onboarding
Candidate Specification
The following skills and experience are required for this role:
- Excellent English communication skills
- Minimum five years' experience in KYC or Client On-Boarding
- 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 is preferred
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