Client Implementation Specialist

4 tygodni temu

Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

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

Key Responsibilities:

  • Drive the client onboarding process in collaboration with the Sales team for various client types and products.
  • Engage in active discussions with Sales to manage priorities effectively.
  • Develop in-depth knowledge of 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.

Required Skills and Experience:

  • 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.

This is an exciting opportunity to join a dynamic team at a leading financial institution.

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