Single point contact for business units and clients for operational issues across onboarding cycle
Manage the end-to-end onboarding process for new clients. Collect and review client documentation, verify identities, and conduct due diligence checks
Conduct risk assessments and evaluate their investment objectives, risk appetite, and financial standing
Understand client needs and objectives, and provide timely and accurate responses to client inquiries and requests
Proactively identify opportunities to enhance client satisfaction, cross-sell products or services
Stay updated with industry trends, market developments
Work with IT to develop, test and rollout new technology requirements
Requirements:
Bachelor's degree in finance, business, economics, or a related field
3-5 years of experience in financial industry within Operations roles. Client onboarding, Client relationship, Knowledge of Listed Derivatives or OTC Clearing preferred
Proven experience in client servicing and client onboarding
Strong knowledge of financial products, investment strategies, and market trends
Excellent communication and interpersonal skills
Detail-oriented with strong organizational and problem-solving abilities.