6 дней назад
TxB Onboarding Associate (Client Onboarding)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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