Client Implementation Analyst

4 miesięcy temu

Warsaw, Polska Infotree Global Solutions Pełny etat

Client Onboarding – Client Implementation Analyst



Join the Global Markets Division



OUR IMPACT

Welcome to the Global Markets Division, where we offer a dynamic and multifaceted environment that collaborates with all sectors of the firm. Our goal? To provide top-notch banking, sales, trading, and asset management services globally. Beyond service delivery, we are committed to risk management and control, safeguarding and augmenting the firm’s assets and reputation.

In the Global Markets Division, we span all product lines and markets, serving as an indispensable partner within the firm. We're involved in developing processes and controls, and specifying systems that ensure precision, timeliness, and integrity in our operations.

Join our Client Implementation team, a core part of Client Onboarding (COB). We play a crucial role in streamlining client onboarding and account opening across various business areas and products. Our primary objective is to collaborate with key stakeholders (including Compliance, Business, FNBG, CIP Due Diligence, Reg DD, and Quality Assurance) to efficiently onboard new clients while prioritizing control and exceptional client service.

We pride ourselves on building strong, enduring relationships with our institutional clients, encompassing asset managers, hedge funds, corporations, financial service providers, fund managers, and private equity funds. The Client Implementation team is dynamic, entrepreneurial, and passionate about the markets, thriving in ever-changing environments and consistently focusing on outstanding client experiences.

RESPONSIBILITIES

  • Lead and drive the client onboarding process across all client types and products.
  • Engage in proactive discussions with Sales/FNBG to manage priorities effectively.
  • Gain comprehensive knowledge of requirements including AML, KYC, and product-to-legal entity alignment.
  • Understand and adhere to Client Onboarding policies and processes.
  • Manage strict deadlines for fund launches, market-specific deadlines, and trade dates.
  • Demonstrate strong written and verbal communication skills.
  • Exhibit excellent organization skills, with the ability to multitask and prioritize effectively.
  • Show a keen attention to detail and a self-driven approach.
  • Maintain a strong orientation towards client service.

SKILLS / EXPERIENCE

  • Preferably experienced in Client Onboarding or a KYC role.
  • Exceptional verbal and written communication skills.
  • Employ a logical and analytical approach to all tasks.
  • Adopt a flexible, proactive, and energetic attitude.
  • Demonstrate strong problem-solving and facilitation abilities.
  • Work independently with minimal supervision.
  • Be a resilient team player, efficient under pressure.
  • Display enthusiasm and a strong desire to learn.
  • Maintain a confident and professional approach to work and team interactions.



COMPETENCIES

  • Technical Skills: Show advanced technical skills, attention to detail, and a proactive approach to learning. Demonstrate excellent client services and risk management skills.
  • Drive and Motivation: Handle multiple tasks effectively, strive for personal improvement, and work tirelessly towards challenging goals.
  • Client and Business Focus: Manage complex requests with ease, establish long-term client relationships, and effectively manage client/business expectations.
  • Teamwork: Prove to be an exceptional team player, collaborate effectively, and acknowledge the contributions of others.
  • Communication Skills: Communicate key points clearly and concisely, share new ideas and information effectively.
  • Judgement and Problem-solving: Plan ahead, anticipate questions, think critically, and analyze complex issues thoroughly.
  • Creativity/Innovation: Seek innovative solutions and improve current processes with practical, realistic ideas.
  • Influencing Outcomes: Present persuasive and sound arguments, influence opinions, and offer strong recommendations.

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