Client Onboarding Specialist
7 dni temu
Location:
Warsaw, Poland
Company:
Albany Beck
Employment Type:
Permanent
About Albany Beck
Albany Beck are a Management Consultancy focused on providing specialist talent and transformative solutions to Financial Services clients. We combine subject matter expertise with innovative delivery models that help clients scale efficiently, while offering meaningful, long-term career opportunities to our people. At Albany Beck, you'll be choosing to work with an organisation that's passionate about your learning journey and committed to your professional career and personal development.
Key Responsibilities
- Manage client onboarding for asset servicing products (custody, fund administration, securities lending, etc.).
- Act as the main client contact during onboarding, ensuring clear communication and issue resolution.
- Collect and validate documentation in line with internal and regulatory requirements (KYC/AML, FATCA, CRS).
- Coordinate with Relationship Management, Legal, Compliance and Operations to ensure operational readiness.
- Identify process improvements and contribute to efficiency and client experience initiatives.
Skills & Experience
- Bachelor's degree in Finance, Business, or related field.
- 1–5 years' experience in client onboarding, asset servicing or financial operations.
- Excellent organizational, communication and stakeholder management skills.
- Attention to detail and ability to manage multiple tasks under tight deadlines.
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