Client Onboarding Specialist

4 tygodni temu


Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat
Client Onboarding – Key Responsibilities

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

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

SKILLS / EXPERIENCE

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

COMPETENCIES

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


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