Client Onboarding

Job Description:We are seeking a highly skilled and detail-oriented professional to join our team as an Onboarding Specialist. In this role, you will be responsible for ensuring that new clients are properly onboarded and meet the necessary requirements.The ideal candidate will have a strong understanding of Anti-Money Laundering (AML) regulations and client...

The Client Onboarding Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise....

Client Onboarding ManagerDescription:As a Client Onboarding Manager, you will oversee the entire onboarding process for diverse client account types across our wealth management business. You will ensure smooth coordination between internal teams, clients, custodians, and external partners to deliver a superior client onboarding...

Job Title: Client Onboarding SpecialistAbout the RoleWe are seeking a detail-oriented and analytical professional to join our team as a Client Onboarding Specialist. In this role, you will be responsible for ensuring compliance with regulatory requirements while providing exceptional client service.Key Responsibilities:Conduct ongoing review analysis of...

Job DescriptionThe Client Account Analyst I is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in...

Job Title: Client Onboarding (Wealth Management)Location: MumbaiWork Mode:HybridAbout the Role:Wealth Management team to onboard and support high-net-worth clients while ensuring data integrity, compliance, and regulatory adherence. You will work closely with internal stakeholders and provide support across Singapore and Hong Kong regions.Key...

Job Title: Client Onboarding SpecialistJob Description:About the RoleThe Client Onboarding Specialist will be responsible for ensuring a smooth client onboarding process, while also managing regulatory compliances, financials, and product strategy.Key ResponsibilitiesCollaborate with internal stakeholders to onboard clients efficiently.Ensure compliance with...

Who we are looking for State Street's Global Markets division (SSGM) is looking for a candidate with 3 to 5 years of experience in Client Onboarding. Knowledge of KYC, ISDA, CSA, EBC, Swap Doc, Port Rec, Variation Margin, Initial Margin & ISDA Stay Requirements would be an added advantage. Why this role is important to us The team you will be...

AtCiti, we get to connect millions of people across hundreds of cities and countries every day. And we have been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help...

Job Title: Client Onboarding Team LeadRole OverviewThe client onboarding team lead will oversee seamless and efficient client onboarding across all account types in the wealth management business, including distribution, power of attorney (POA), advisory, PMS, NDPMS, AIF, and other investment solutions.Main ResponsibilitiesOversee end-to-end onboarding for...