Client Onboarding Specialist
4 tygodni temu
OUR IMPACT
Welcome to the Global Markets Division, where we collaborate with all sectors of the firm to provide top-notch banking, sales, trading, and asset management services globally. Our goal is to deliver risk management and control, safeguarding and augmenting the firm's assets and reputation.
We are involved in developing processes and controls, specifying systems that ensure precision, timeliness, and integrity in our operations.
Client Onboarding Process
- Lead the client onboarding process across various 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.
-
Client Onboarding Specialist
4 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatJob Summary:Infotree Global Solutions seeks a highly skilled Client Onboarding Specialist to join our team. As a key member of our client onboarding process, you will be responsible for ensuring full compliance with all relevant policies, procedures, and regulatory requirements.
-
Client Onboarding Specialist
4 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatJob DescriptionInfotree Global Solutions is seeking an experienced Client Onboarding Analyst to join our team. As a key member of our Financial Services division, you will play a critical role in ensuring seamless client onboarding experiences.Key ResponsibilitiesConduct thorough Anti-Money Laundering (AML) checks to ensure compliance with all relevant...
-
Senior Client Onboarding Specialist
4 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatThis institution, renowned for its commitment to customer service, integrity, and fostering sustainable economic growth, operates a worldwide network aimed at serving corporations, institutions, governments, and individuals.Our client seeks a dynamic specialist for a 6-month tenure in AML, Client Onboarding, or KYC. Ideal for professionals adept in...
-
Client Onboarding Specialist
2 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatJob SummaryWe are seeking a highly skilled Client Implementation Analyst to join our Global Markets Division. The ideal candidate will possess exceptional technical skills, attention to detail, and a proactive approach to learning.This role plays a crucial part in streamlining client onboarding and account opening across various business areas and products....
-
Global Markets Client Onboarding Specialist
4 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatClient Onboarding – Client Implementation AnalystAt Infotree Global Solutions, we're committed to providing top-notch banking, sales, trading, and asset management services globally. Our Global Markets Division plays a crucial role in streamlining client onboarding and account opening across various business areas and products.We're seeking a talented...
-
Financial Institution Onboarding Specialist
4 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatAbout the RoleWe are seeking a highly skilled Financial Institution Onboarding Specialist to join our team at Infotree Global Solutions.Key ResponsibilitiesCollaborate with the Sales team to drive the client onboarding process for various client types and products.Develop in-depth knowledge of AML, KYC, and product-to-legal entity alignment.Manage tight...
-
Business Analyst
3 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatInfotree Global SolutionsWe are seeking a highly skilled Business Analyst - Client Onboarding Expert to join our team at Infotree Global Solutions.About the RoleThis is a challenging yet rewarding opportunity for a professional with a strong understanding of client onboarding processes, KYC/AML protocols, and regulatory frameworks. The successful candidate...
-
Client Implementation Specialist
3 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat**About Infotree Global Solutions**We are a leading global financial institution that offers a wide range of services, including investment banking, asset management, and private wealth management. Our commitment to customer service, integrity, and sustainable economic growth drives our success.**Job Overview**We are seeking an experienced Client...
-
Senior Compliance Analyst
1 tydzień temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatAbout Infotree Global SolutionsInfotree Global Solutions is a leading financial institution renowned for its commitment to customer service, integrity, and fostering sustainable economic growth.We operate a worldwide network aimed at serving corporations, institutions, governments, and individuals. Our legacy of excellence and innovation drives us to turn...
-
Client Implementation Specialist
4 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatClient Onboarding RoleWe are seeking a skilled Client Implementation Analyst to join our Global Markets Division. As a key member of the team, you will play a crucial role in streamlining client onboarding and account opening across various business areas and products.Your primary objective will be to collaborate with key stakeholders to efficiently onboard...
-
Client Support Specialist
1 miesiąc temu
Warszawa, Mazovia, Polska The Nielsen Company Pełny etatAbout the RoleWe are seeking a highly skilled Client Support Specialist to join our Audience Measurement team at The Nielsen Company. As a key member of our team, you will play a pivotal role in delivering exceptional client satisfaction and driving business growth.Key ResponsibilitiesProvide exceptional day-to-day client support, including setup and...
-
Client Implementation Specialist
1 miesiąc temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatClient Onboarding and Implementation ProfessionalInfotree Global Solutions seeks a skilled Client Onboarding and Implementation Professional to join our Global Markets Division. In this role, you will play a crucial part in streamlining client onboarding and account opening across various business areas and products.Key ResponsibilitiesLead and drive the...
-
Global Markets Onboarding Specialist
2 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatWelcome to Infotree Global Solutions, a dynamic and multifaceted environment that collaborates with all sectors of the firm. Our goal is to provide top-notch banking, sales, trading, and asset management services globally.The Global Markets Division spans all product lines and markets, serving as an indispensable partner within the firm. We're involved in...
-
Global Onboarding Specialist
3 tygodni temu
Warszawa, Mazovia, Polska Sportradar Pełny etatOverviewSportradar is the leading global provider of sports betting and sports entertainment products and services. We are actively recruiting for a Global Onboarding Specialist who will be part of our wider People Operations team.
-
Senior Onboarding Specialist
1 tydzień temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatCompany Overview:Infotree Global Solutions 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,...
-
Client Implementation Specialist
4 tygodni temu
Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etatThis leading financial institution offers a wide range of services, prioritizing customer satisfaction, integrity, and sustainable economic growth. Its global network caters to corporations, institutions, governments, and individuals, focusing on turning insights into opportunities and delivering comprehensive solutions.Key Responsibilities:Collaborate with...
-
Senior Client Integration Specialist
4 tygodni temu
Warszawa, Mazovia, Polska SIX Payment Services Pełny etatClient Integration Specialist - A Key Role in Our SuccessAt SIX Payment Services, we are committed to helping our clients succeed in the global payments technology industry. As a Client Integration Specialist, you will play a key role in ensuring that our clients receive the best possible service and support in their payment solutions. This is a challenging...
-
Human Resources Onboarding Specialist
1 tydzień temu
Warszawa, Mazovia, Polska Sportradar Pełny etatJob Title: Human Resources Onboarding SpecialistWe are seeking a skilled and proactive Human Resources Onboarding Specialist to join our global People Operations team at Sportradar. This role will play a vital part in supporting the organization's growth by delivering exceptional onboarding experiences for new hires.About UsSportradar is the leading global...
-
Senior Client Solutions Specialist
4 dni temu
Warszawa, Mazovia, Polska The Nielsen Company Pełny etatAt The Nielsen Company, we believe in fostering a culture of continuous improvement and growth. Our team is dedicated to delivering exceptional client satisfaction through tailored solutions and proactive support.The estimated annual salary for this role is $65,000 - $85,000 depending on location and experience.Job OverviewWe are seeking a skilled Senior...
-
Business Development Specialist for Merchant Onboarding
3 tygodni temu
Warszawa, Mazovia, Polska Worldline Pełny etatThe OpportunityAs a Merchant Onboarding Specialist at Worldline, you will be part of a team that supports markets in Eastern Europe and Benelux. Your daily tasks will involve assisting merchants with data collection and document verification in our systems. If you enjoy working with data and documents, this role might be suitable for you.Key...