Client Onboarding Director
7 days ago
The Client Onboarding Director provides full leadership and supervisory responsibility to ensure a seamless and quick onboarding experience for clients. The role involves leading a team of CAOs to meet the overall SLA with clients and enhance client satisfaction levels.
Key Responsibilities:
- Lead a team of CAOs to ensure timely and accurate onboarding of clients.
- Motivate and develop team members to achieve their full potential.
- Develop and implement processes to continuously improve the onboarding experience.
- Act as an SME for KYC, FATCA, FPI regulations, Escrow account openings, and DDP process.
- Ensure all documentation is current, accurate, and complete.
- Provide exceptional customer service to Banking teams and internal partners.
Qualifications:
- 5-8 years of experience in operations and compliance.
- Strong leadership skills, including positive, inspiring, motivating, communicative, and solutions-oriented.
- Excellent communicator with attention to detail.
- Excellent team player with strong ability to manage multiple concurrent deadlines.
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Client Onboarding Director
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Mumbai, Maharashtra, India Citi Full timeThe Client Onboarding Director provides strategic leadership and operational oversight to ensure seamless client onboarding experiences. This role requires a strong understanding of regulatory requirements, including KYC, FATCA, and FPI regulations. The ideal candidate will have a proven track record of managing high-performing teams and driving process...
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Client Onboarding Director
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