Client Implementation Specialist

2 tygodni temu


Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

This 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 Sales to drive client onboarding for various client types and products.
  • Develop in-depth knowledge of elements like 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:

  • Previous experience in Client Onboarding or a KYC role is preferred.
  • Excellent verbal and written communication skills.
  • 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.


  • 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...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Client 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...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Client 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...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Job SummaryWe are seeking a highly skilled Client Implementation Analyst/Associate to join our team at Infotree Global Solutions. This role will be responsible for driving the client onboarding process, collaborating with the Sales team, and developing in-depth knowledge of client onboarding policies and process requirements.Key ResponsibilitiesOwn and drive...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Job Title: Client Implementation Analyst/AssociateThis esteemed financial institution is a leading global player in the industry, offering a wide range 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...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    About the Role:This position is a key part of our client onboarding process, working closely with the Sales team to ensure a seamless experience for our clients. The ideal candidate will have a strong understanding of financial services and be able to effectively manage priorities and timelines.Responsibilities:Develop and implement client onboarding...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Job SummaryThis role is part of a leading global financial institution's commitment to customer service, integrity, and fostering sustainable economic growth. The institution operates a worldwide network aimed at serving corporations, institutions, governments, and individuals.Key ResponsibilitiesDrive the client onboarding process in collaboration with the...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Client Onboarding SpecialistAt Infotree Global Solutions, we're seeking a skilled Client Onboarding Specialist to join our Global Markets Division. As a key member of our Client Implementation team, you'll play a crucial role in streamlining client onboarding and account opening across various business areas and products.Responsibilities:Lead and drive the...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Client Onboarding SpecialistAt Infotree Global Solutions, we're seeking a skilled Client Onboarding Specialist to join our Global Markets Division. As a key member of our Client Implementation team, you'll play a crucial role in streamlining client onboarding and account opening across various business areas and products.ResponsibilitiesLead and drive the...


  • 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...


  • Warszawa, Mazovia, Polska 1dea Pełny etat

    We are seeking a skilled Salesforce implementation specialist to join our team at 1dea. In this role, you will be responsible for conducting business needs analysis of clients and developing Salesforce implementation strategies.Job DescriptionThe ideal candidate will have a deep understanding of Salesforce architecture and experience in designing and...


  • Warszawa, Mazovia, Polska Antal Sp. z o.o. Pełny etat

    Job Title: SAP Implementation SpecialistWe are seeking an experienced SAP Implementation Specialist to join our team at Antal Sp. z o.o. in Warsaw. As a SAP Implementation Specialist, you will be responsible for participating in surveys of business needs and business processes, configuring SAP S/4HANA FI based on blueprints, and developing and executing test...


  • Warszawa, Mazovia, Polska ALTER SOLUTIONS Pełny etat

    Job Title: GRC Implementation SpecialistAbout the Role:We are seeking a highly skilled GRC Implementation Specialist to join our team at ALTER SOLUTIONS. As a GRC Implementation Specialist, you will be responsible for supporting the implementation of OneTrust, a leading GRC tool.Key Responsibilities:Support the implementation of OneTrust, a GRC...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Airflow Implementation SpecialistThe Airflow team is a key part of the Integration team, focusing on Airflow and Control-M technology. As an Airflow Implementation Specialist, you will be responsible for implementing and deploying the Apache Airflow platform, supporting migration activities from Control-M to Airflow, and connecting the new platform to the...


  • Warszawa, Mazovia, Polska ALTER SOLUTIONS Pełny etat

    Company OverviewALTER SOLUTIONS is a leading provider of IT services, dedicated to delivering exceptional solutions to clients worldwide. Our mission is to match client needs with the skills and aspirations of our employees, ensuring a satisfying experience for all. As a community with diverse personalities, we offer a unique opportunity for growth and...


  • Warszawa, Mazovia, Polska Antal Sp. z o.o. Pełny etat

    Job Title: SAP Implementation SpecialistWe are seeking an experienced SAP Implementation Specialist to join our team at Antal Sp. z o.o. in Warsaw. As a key member of our implementation team, you will be responsible for configuring SAP S/4HANA FI based on blueprints and production planning processes.Responsibilities:Participate in surveys of business needs...


  • Warszawa, Mazovia, Polska Square One Resources Sp. z o.o. Pełny etat

    Square One Resources Sp. z o.o. is seeking a skilled Salesforce CPQ Implementation Specialist to join our team.Key Responsibilities:Collaborate with client stakeholders to understand business requirements and translate them into technical specifications for CPQ.Develop low-level technical design for Salesforce CPQ.Requirements:Hands-on build of requirements...

  • Client Assets Specialist

    4 tygodni temu


    Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Job SummaryWe are seeking a skilled Client Assets Specialist to join our Regulatory Operations team at Infotree Global Solutions. As a key member of our team, you will be responsible for executing non-financial regulatory reporting obligations, particularly CASS, and performing analysis on reporting exceptions, remediation, and corrective actions.Key...


  • Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    Client Onboarding SpecialistAt Infotree Global Solutions, we're committed to delivering exceptional banking, sales, trading, and asset management services globally. As a Client Onboarding Specialist, you'll play a crucial role in streamlining client onboarding and account opening across various business areas and products.Key Responsibilities:Lead the client...

  • Client Assets Specialist

    3 tygodni temu


    Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

    About the RoleWe are seeking a skilled Client Assets Specialist to join our Regulatory Operations team at Infotree Global Solutions. As a key member of our team, you will be responsible for executing non-financial regulatory reporting obligations, particularly CASS, and performing analysis on reporting exceptions, remediation, and corrective actions.Key...