Client Implementation Analyst/Associate

1 tydzień temu

Warsaw, Polska Infotree Global Solutions Pełny etat

 

At Infotree, meeting your career needs is a top priority. Client satisfaction is largely dependent on the resources we can provide, and we take pride in our delivery. We have a supportive team in place to give quality people a chance to grow and challenge themselves in their roles which has resulted in that we have placed many employees in positions that have grown into lifelong careers.

We have a team of dedicated recruiters and consultant care representatives that are committed to your success and well-being. Check out our open roles to get started.

Infotree Poland Sp. z o.o. is part of Infotree Global Solutions. Agency number: 15970.

This institution is a leading global financial entity offering a wide array of services including investment banking, asset management, and private wealth management. Renowned for its commitment to customer service, integrity, and fostering sustainable economic growth, it operates a worldwide network aimed at serving corporations, institutions, governments, and individuals. With a legacy of excellence and innovation, it is focused on turning insights into opportunities, providing expert advice, and delivering comprehensive solutions across both public and private markets.

Responsibilities:

  • Own and drive the client onboarding process in collaboration with the Sales team for various client types and products (Cash and Derivatives).
  • Engage in active discussions with Sales to manage priorities effectively.
  • Develop in-depth knowledge of all required elements, such as AML, KYC, and product-to-legal entity alignment.
  • Gain a solid understanding of Client Onboarding policies and process requirements.
  • Manage tight timelines for fund launches, market-specific deadlines, and trade dates.
  • Demonstrate strong written and verbal communication skills.
  • Maintain a high level of organization, ability to multi-task, and prioritize projects.
  • Be detail-oriented and self-driven.
  • Exhibit a strong client service orientation.

Skills / Experience Required:

  • Previous experience in Client Onboarding or a KYC role is preferred.
  • Excellent verbal and written communication skills.
  • Common sense combined with strong analytical and logical reasoning skills.
  • A flexible, proactive, and energetic approach is essential.
  • Strong problem-solving and facilitation abilities.
  • Ability to work independently with minimal supervision.
  • A strong team player capable of working efficiently and effectively under pressure.
  • Enthusiasm and a strong desire to learn, given the steep learning curve of this role.
  • A highly confident and professional approach to all tasks, and most importantly, in collaboration with team members.

Competencies:

  • Technical Skills: Demonstrates strong technical skills required for the role, attention to detail, initiative in expanding knowledge, and appropriate client service and risk management skills.
  • Drive and Motivation: Successfully handles multiple tasks, takes initiative to improve performance, works intensely toward challenging goals, and persists in the face of obstacles.
  • Client and Business Focus: Effectively handles difficult requests, builds trusting, long-term relationships with clients, helps clients identify and define needs, and manages client/business expectations.
  • Teamwork: Proven track record as a strong team player, collaborates well within and across teams, encourages team members to contribute, and acknowledges their input.
  • Communication Skills: Communicates relevant and important information clearly and concisely, and shares new ideas with others.
  • Judgment and Problem Solving: Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions, and identifies clear objectives. Analyzes complex issues and sees the big picture.
  • Creativity/Innovation: Looks for new ways to improve current processes and develops creative solutions that are grounded in practicality.
  • Influencing Outcomes: Presents sound, persuasive rationale for ideas or opinions, takes a position on issues, influences others' opinions, and presents convincing recommendations.

If you have the qualifications and are eager to join a dynamic team at a leading financial institution, we encourage you to apply

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