Financial Industry Client Onboarding Specialist

2 days ago

Noida, Uttar Pradesh, India beBeeAnalyst Full time

 

Job Description:

The role of the "Funds Onboarding Analyst" is pivotal in ensuring seamless client onboarding and trade execution within the financial industry.

  • Key responsibilities include possessing a strong grasp of the trade life cycle, streamlining client onboarding processes, and guaranteeing accurate documentation.
  • Effective communication with clients is essential to provide guidance and support throughout the onboarding process while maintaining exceptional customer service standards.
  • Staying up-to-date with government regulations and financial industry standards is crucial for adherence to key legal agreements and compliance checks.
  • Continuous identification of gaps in the onboarding process will enable the successful implementation of streamlined workflows and due diligence procedures.

Required Skills and Qualifications:

  • Risk Management: Possess a deep understanding of risk management principles and their application within the financial industry.
  • Trade Life Cycle: Demonstrate expertise in managing the entire trade life cycle from inception to completion.
  • Client Onboarding: Showcase proficiency in client onboarding processes, including efficient and effective data collection and verification.
  • Regulatory Compliance: Stay abreast of changing regulatory requirements and ensure adherence to relevant laws and guidelines.

Benefits:

  • Opportunity to work in a fast-paced environment with a dynamic team.
  • Professional growth and development through training and mentorship programs.
  • Competitive compensation package.

Others:

  • Assessment of key skills such as business acumen, strategic thinking, and digital technology will be part of the evaluation process.

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