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6 дней назад

TxB Onboarding Associate (Client Onboarding)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
UK/Singapore/US +1 еще
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR
TxB Onboarding Associate (Client Onboarding) (Transaction Banking): Managing complex client onboarding across the front-to-back journey, including KYC/CIP due diligence, documentation, product setup, training, and go-live, with an accent on cross-functional coordination, risk controls, and client experience. Focus on orchestrating onboarding across jurisdictions, streamlining processes, resolving delivery blockers, and supporting seamless transitions into business-as-usual operations.

Location: London, Greater London, England, United Kingdom

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869, with offices worldwide.

What you will do

  • Manage complex client onboarding across the full front-to-back journey, from RFP participation through due diligence, documentation, setup, training, and go-live.
  • Generate client documentation, coordinate KYC/CIP due diligence, and support contract negotiation and execution.
  • Partner with Coverage, Legal, Risk, Compliance, QA, and control teams across jurisdictions and industries.
  • Drive process change, identify efficiencies, and streamline onboarding steps to reduce client go-live timelines.
  • Resolve client and internal delivery blockers while maintaining robust risk, control, process, and procedure standards.
  • Support early-stage servicing, train junior team members, and provide governance and status visibility to clients and leadership.

Requirements

  • BA or BS degree.
  • At least 3 years of professional experience, including at least 1 year in a client-facing role.
  • Established expertise in KYC/CIP due diligence and policy requirements across the US, UK, and Europe.
  • Strong project management, communication, interpersonal, process improvement, and organizational skills.
  • Experience building and training team members and leading by example.
  • Ability to work in a fast-paced, dynamic environment and manage complex transaction banking onboarding.

Nice to have

  • Familiarity with policy nuances for transaction banking clients.

Culture & Benefits

  • Training and development opportunities and firmwide professional networks.
  • Benefits, wellness, personal finance, and mindfulness programs.
  • Commitment to diversity, inclusion, and professional and personal growth.
  • Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.

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