Global Markets Onboarding Specialist

2 dni temu


Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat

Welcome 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 developing processes and controls, and specifying systems that ensure precision, timeliness, and integrity in our operations.

Our Client Implementation team plays a crucial role in streamlining client onboarding and account opening across various business areas and products. We collaborate with key stakeholders to efficiently onboard new clients while prioritizing control and exceptional client service.

We pride ourselves on building strong relationships with institutional clients, encompassing asset managers, hedge funds, corporations, financial service providers, fund managers, and private equity funds. The Client Implementation team is dynamic, entrepreneurial, and passionate about the markets, thriving in ever-changing environments.

Responsibilities
  • Lead the client onboarding process across all client types and products.
  • Engage in proactive discussions with Sales 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 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.
Requirements
  • Preferably experienced in Client Onboarding or a KYC role.
  • Exceptional verbal and written communication skills.
  • Employ a logical and analytical approach to all tasks.
  • Avoid generic job descriptions by providing specific examples or experiences from your background. As a Client Implementation Analyst, you will play a key role in enhancing the onboarding experience for our clients.
  • 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.

Salary Estimate: $80,000 - $110,000 per year, depending on location and experience.

Infotree Global Solutions offers a competitive salary, comprehensive benefits package, and opportunities for career growth and development.



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