We’re supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely with an Investment Management firm. This role is centred on onboarding and KYC activities, with a particular focus on bank loan and derivatives onboarding workflows. It’s a fast-paced, client-facing environment requiring strong organisational skills, attention to detail and the ability to manage multiple ...
We’re supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely with an Investment Management firm. This role is centred on onboarding and KYC activities, with a particular focus on bank loan and derivatives onboarding workflows. It’s a fast-paced, client-facing environment requiring strong organisational skills, attention to detail and the ability to manage multiple ...
We're supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely with an Investment Management firm. This role is centred on onboarding and KYC activities, with a particular focus on bank loan and derivatives onboarding workflows. It's a fast-paced, client-facing environment requiring strong organisational skills, attention to detail and the ability to manage multiple ...
Financial Firm in Midtown, Manhattan is seeking a Client Onboarding Analyst for a full-time position. 2 years of experience in Account On-boarding/Customer Service. Serve as primary point of contact for new and existing clients. Familiar with Regulatory requirements related to opening accounts. Ensure timely and accurate account opening. KYC, AML, Compliance. Experience at a self-clearing & introducing broker dealer. Work Closely with Front Offic...