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Who we are looking for

State Street’s Global Markets division (SSGM) is looking for a candidate with 3 to 5 years of experience in Client Onboarding. Knowledge of KYC, ISDA, CSA, EBC, Swap Doc, Port Rec, Variation Margin, Initial Margin & ISDA Stay Requirements would be an added advantage.

Why this role is important to us

The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world’s institutional investors, we deliver the industry’s most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients’ investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions – data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance – we deliver a breakthrough edge to drive business success.

Our portfolio solutions optimize pre- and post-trade processes, so investors can unlock efficiencies across the entire trade lifecycle. We offer customizable trading services in low-touch, modular or full-service options to meet any need while helping our clients reach peak performance. Select if Research and Insights: To deliver strong performance in today’s markets, institutional investors need an edge. Research that provides high-value insights before the markets shift. Distinctively focused data and insights that help reinvent models, shift perception and convert fresh ideas into actionable opportunities. At State Street Markets, we’ve designed an award-winning platform of topical research and insights that accelerate investors’ competitive edge, helping to achieve performance goals, make better-informed decisions and seize market opportunities as they emerge.

Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for

Review the Trade Exceptions on a regular basis and address the trade exceptions on the same day by contacting the clients/qualifying the clients for compliance with Dodd Frank regulations (EBC, Swap Doc, QFC Stay, Variation Margin and Initial Margin) in our inhouse systems.
Review the client’s documentation (ISDA, CSA, etc.)/information on Markit Website to determine, if the client has provided the required materials/protocol questionnaires that satisfy the EBC, Swap Doc, QFC Stay, Variation Margin and Initial Margin obligations
Set-up accounts/funds/investment managers in our inhouse systems and ensure that it is compliant with various regulatory requirements (FDIC, Dodd Frank, EMIR and Volcker)
Track and monitor potential Trade Monitoring/Regulatory Account Set-up issues and delays
Resolve and escalate Trade Monitoring/Regulatory Account Set-up issues proactively and in a timely manner.
Maintain static data across multiple platforms
Maintain strong working relationship and liaise with internal Counterparts, Clients, Sales, Trading, Credit, Legal and Operations when the accounts are not compliant for Dodd Frank and EMIR regulations
Respond to queries regarding the status of specific requests or new clients
Maintain and continuously develop knowledge around core products of business unit and key applications in use by the business unit
Demonstrate a high standard of care while examining data in Trading Agreements (ISDA, FMLG), CSA, VM & IM CSA and
Prepare process related SOPs/Job Aids and train team members on the process

What we value

Skills & Knowledge

Prior Trade Regulatory Client Onboarding/Set-up experience would be a plus
Knowledge of ISDA, CSA, EBC, Swap Doc, Port Rec, Variation Margin, Initial Margin & ISDA Stay Requirements, Dodd Frank, MiFID and EMIR Regulations would be an added advantage
Excellent communication skills in oral and written forms
Strong team player
Strong ability to multi-task and work under pressure
Strong problem-solving skills and \"can do\" attitude
Strong organizational skills
Ability to identify and appropriately escalate issues and risks
Perform work independently on specific assignments
Strong attention to detail
Demonstrate a high Standard of Care when reviewing data in ISDA, CSA, Tax Forms and Markit Website, setting up the accounts in our inhouse systems and clearing the trade exceptions from the Trade Monitoring tool
An ability to apply lessons learnt to future work
The desire to see an issue through to completion
The desire to play a part in issue resolution
Pride in one’s personal work and an understanding of how it impacts the organization

Education & Preferred Qualifications

M.Com/MBA in Finance

Additional requirements

Experience: 3 to 5 years of experience in Regulatory Onboarding/Regulatory Static Set-up/Dodd Frank and EMIR Regulations/Client Onboarding.
Shift Timings: 5 PM to 2 AM IST/6 PM to 3 AM IST
Work Location: Mumbai

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Client Onboarding Senior Associate","datePosted":"2025-08-06","description":"

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.

\n\n \n

Position Overview:

Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Senior Associate will be responsible for reviewing or compiling investor CRM information and preparing capital calls for new clients. This role will report directly to the Fund Controllers and Managers in the group. High performers will have the opportunity to progress within the Client Onboarding and System Solution Team.

Responsibilities:

Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
Compile and organize investor CRM information
Assist with data validations, loads, and reconciliations for client implementations
Communicate and provide information to the technology team to set up client portals
Assist with client workspace setup within Standish’s project management software
Provide general administrative support to the Client Onboarding and System Solutions Team
Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices

Qualifications and Experience:

Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
1+ year of work experience required
Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus)
Familiarity with QuickBooks or other accounting reporting systems preferred
Attention to detail
Strong written and verbal communication
Able to multi- task
Ability to work in a team and individually
Strong organizational skills and work ethic
Adept using web-based data entry databases\n \n

","hiringOrganization":{"@type":"Organization","name":"Standish Management","sameAs":"https://www.standishmanagement.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dallas, Texas, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Senior Associate, Client Onboarding","datePosted":"2025-08-06","description":"

About Clear Street:

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

The Role:
As a client onboarding senior associate you will be partnering with equity prime brokerage sales and trading, the swap dealer, futures clearing, investment banking, securities finance, trade support, client service, legal and compliance on all facets of the client life cycle including client onboarding, new account openings, periodic refresh and client offboarding.

Central to this role will be a focus on the periodic refresh process and managing the annual case workload through to completion. The goal is to remain 100% compliant with no past due periodic refreshes. Specific responsibility includes:

Conduct periodic reviews and updates of client records to ensure ongoing accuracy and compliance with regulatory standards.
Effectively communicate AML requirements directly to clients and respond to inquiries while maintaining a professional and client-focused approach.
Identify and resolve discrepancies or incomplete documentation in client files.
Streamline and organize existing client folders to maintain accuracy, clarity, and efficiency.
Analyze complex corporate structures and ownership hierarchies, including beneficial ownership and source of wealth/funds validation.
Perform new Anti-Money Laundering (AML) screenings using tools such as WorldCheck and CLEAR, as well as conducting manual searches as needed.
Maintain a strong working knowledge of relevant regulations (e.g., BSA/AML, FATF guidelines, and FinCEN rules)
Review and escalate potential risks in accordance with company policies and regulatory requirements.
Track and maintain the KYC refresh pipeline, ensuring tasks are completed accurately and within required timeframes.
Prioritize workload effectively to meet deadlines and support overall organizational objectives.
Identify opportunities for process improvements and assist in implementing procedural updates.
Collaborate closely with the Onboarding and AML teams to ensure alignment and achievement of shared goals.
Support various tasks as needed, including team initiatives, account database remediations, audits, and reporting.

The Team:
You will work in a fast-paced environment with a collaborative team of highly accomplished industry veterans. The client onboarding team was established in late 2021 and sits on the frontlines of Clear Street--building relationships with clients and providing a best in class onboarding experience for institutional clients including hedge funds, asset managers, market makers and family offices. Given that this team is relatively new, you’ll have the opportunity to shape how the onboarding, maintenance, and offboarding process works at Clear Street.

Requirements:

You have at least 3 years of experience in Client Onboarding, preferably in Equities Prime Brokerage, Futures Clearing and Security-Based Swaps.
You are proficient in CFTC, FINRA and SEC regulatory requirements with respect to customer onboarding for a Futures Clearing Merchant, Equities Prime Broker and Security-Based Swap Dealer, respectively.
You are proficient in the requisite Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory and operational onboarding requirements for various institutional clients including hedge funds, asset managers, proprietary trading firms and family offices. This includes BSA, USA PATRIOT Act and FinCEN.
You have a proven track record of building solid, long standing relationships with front office colleagues and institutional clients.
You are client focused and understand how to maintain relationships through various market cycles and product innovations.
You are passionate about tackling the root cause of the issues within the industry’s prime services offering today and are able to effectively articulate our mission as a new prime broker building a better client experience with a modern tech-stack.
You are highly collaborative and confident interacting with a variety of personality types and levels in the organization, operating autonomously when required and as a team player when working on strategic initiatives, project demands occur or workload increases.

We Offer:

The Base Salary Range for this role is $100,000-135,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity.

At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.

#LI-HYBRID

","hiringOrganization":{"@type":"Organization","name":"Clear Street Markets","sameAs":"https://clearstreet.io/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Client Onboarding Senior Associate (AML)","datePosted":"2025-08-14","description":"Since 2015, we’ve empowered entrepreneurs with over £13 bn in funding, fuelling the creation of 56,000+ jobs and 34,000+ new homes across the UK and US. At OakNorth, we’re on a mission to help ambitious businesses thrive—and our Client Onboarding team is at the heart of that journey.
This is more than just another job at a bank. It’s a unique opportunity to join a fast-growing, high-impact organisation that’s known for challenging the status quo. We’re not looking for cogs in a machine—we want self-starters, bold thinkers, and ambitious builders who are ready to forge their own career path while supporting some of the most inspiring business leaders in the UK.
As a Client Onboarding Senior Associate, you’ll play a vital role in delivering an exceptional experience to every new client—ensuring they’re onboarded efficiently, compliantly, and with a level of service that sets us apart. You’ll combine regulatory rigour with a genuine commitment to making every interaction count.\n

Responsibilities:

We’re seeking a future team member to join our Client Onboarding function! As a Client Onboarding Senior Associate, you’ll be responsible for onboarding clients whilst adhering to regulatory requirements and ensuring a smooth and exceptional client experience.
Conduct AML/CFT Customer Due Diligence (CDD) reviews and risk assessments for both new-to-bank and existing customers.
Oversee the AML/CDD elements of Business Banking account setup, ensuring compliance with all relevant regulations.
Communicate and Collaborate effectively with OakNorth customers and internal stakeholders to deliver Customer Delight.
Manage customer expectations through clear, proactive communication, ensuring both speed of delivery and are maintained.
Operate in accordance with the Bank's Risk Management Framework and relevant compliance policies, escalating issues promptly to the line manager as required.
Mentor and supervise junior members of the Client Onboarding team, providing guidance and support to develop their skills.
Identify and recommend process improvements to enhance efficiency and service quality.
Perform BAU (business-as-usual) and ad hoc administrative tasks to support team objectives.

What we're looking for:

Experience working in the financial service sector (ideally in commercial lending or banking) minimum of 5 years’ experience.
Working knowledge of unpacking complex corporate structures with connections to non-transparent jurisdictions including Trusts and funds in overseas jurisdictions (BVI, Channel Islands, Cayman Islands etc);
Carry out tasks independently
Excellent understanding and experience of AML/KYC, CDD/EDD.
Quick learner and ability to work in a fast-paced environment whilst maintaining meticulous attention to detail.
Strong interpersonal and exemplary communication skills (written as well as verbal).
Enjoys working in a team environment.
Can prioritise and manage workflows and multi-task.
Resilience and the ability to work under pressure and to pressing deadlines/SLAs.
Desire to go the extra mile to delight our customers.

Advanced excel knowledge.
ICA/ACAMs Qualification
Working knowledge of AEOI & FSCS requirements.
Experience working with private equity/real estate investment vehicles.
Ability to understand financial statements.

Benefits & Perks

Equity. We want people to have a stake in the business so that all our interests are aligned.
25 days holiday
Personalized benefits – opt-in to what matters to you
Subsidised Private Medical Insurance with Bupa
Enhanced maternity and paternity leave
Wellbeing and social events
In-house Barista Bar in London office
Support causes that matter to you – Volunteering time off
Salary sacrifice schemes (Cycle to work, nursery, gym, electric car scheme)

","hiringOrganization":{"@type":"Organization","name":"OakNorth","sameAs":"https://www.oaknorth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Senior Associate, Client Onboarding ( Training provided)","datePosted":"2025-08-13","description":"

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Senior Associate, Client Onboarding ( Training provided)

Location : Nadi, Fiji

Description

This role is very much client facing, and will involve high level of client interaction, e.g. calls or meetings, with all functional areas within the Company including Service Delivery teams, Technology, Product Management, Sales, Senior Management.

Job Specification

Responsible for the client onboarding and integration of new business clients in the APAC region, with key focus on fund services, custody, superannuation, corporate services and compliance solutions services in Australia and/or New Zealand.
Responsible for coordinating with local offices to project lead all new business opportunity launches and transitions in APAC, this will include coordination of client adoptions, KYC process, account openings, review and negotiation of funds offering documentation and legal agreements and internal system set ups.
Coordinate different internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.
Provide regular client onboarding status update to new clients and internally. Host regular onboarding project calls with stakeholders and project plans should be maintained to track progress.
Work closely with the Regional Head of Onboarding to update to senior management and client services team on integration projects; assist in the production of the regional WIP tracker for all local offices and other KPIs / management reports as required.
Work with the Regional Head of Onboarding to develop the best practices and operating models for integration to enhance the client onboarding experience; ensure all local and Group onboarding KYC policies/procedures are strictly adhered to.
Assist with the integration of newly acquired businesses into the Apex Group to ensure a consistent approach is applied across acquired entities from an onboarding perspective, and
Support any ad hoc tasks as required and assist in enhancement of onboarding procedures for new product lines, etc.

Skills Required:

Experience dealing Australia and New Zealand market is advantageous.
The candidate should be fluent in verbal and written English.
The candidate should demonstrate strong attention to detail, excellent communication skills, and a client-centric approach.
The candidate must be self-motivated and capable of multi-tasking.
The candidate should work effectively in a team and independently lead projects.
Project management skills are preferred.

What you will get in return:

A genuinely unique opportunity to be part of an expanding large global business;
Competitive remuneration commensurate with skills and experience;
Training and development opportunities

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

","hiringOrganization":{"@type":"Organization","name":"Apex Group","sameAs":"https://www.apexgroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Nadi, Fiji","addressCountry":"Fiji","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Client Onboarding & Services Business Manager - Senior Associate","datePosted":"2025-08-04","description":"

Join the Client Onboarding and Service (COS) Finance & Business Management team as a Senior Associate, Business Manager. We are seeking a professional with a penchant for storytelling with financial data and a strategic mindset. This high-impact role ensures senior management across the Global Bank has visibility into major COS initiatives, metrics, financials, and insights, supporting business growth and client retention through onboarding and servicing experiences.

As a Senior Associate Business Manager within the COS F&BM team, you will partner with COS and Finance & Business Management to understand business objectives and prepare executive presentations. Your role involves designing management reporting packages, coordinating operations, analyzing data sets, and budgeting and forecasting headcount and expenses.

Job Responsibilities:

Partner with COS and Finance & Business Management to understand business objectives and prepare executive presentations.
Package and present projections and performance trends by integrating financials and data into cohesive stories.
Design management reporting packages to communicate business results transparently and concisely.
Coordinate operations and deliverables with business managers, finance, project managers, and senior stakeholders.
Analyze complex data sets, assess KPI trends, and create impactful insights using statistical analysis tools.
Assist in strategy development through data-driven insights.
Partner with COS and Finance & Business Management team to budget and forecast headcount and expenses.
Develop strong partnerships with multiple levels of stakeholders and integrate with the business.
Repurpose standard content and design presentations using PowerPoint and/or PitchPro.
Interpret and present complex data with strong attention to detail and engagement.
Use Excel for automation and visualization of complex functions.

Required Qualifications, Capabilities, and Skills:

Minimum of 5 years of experience in transformation, project management, or finance roles requiring storytelling and context setting.
Ability to work collaboratively and develop strong partnerships with stakeholders.
Strong presentation skills, accounting for ~50% of the role.
Intermediate Excel skills with proficiency in complex functions and visualization.
Ability to interpret and present complex data with attention to detail.
Highly motivated, proactive attitude with a passion for learning and inquisitive personality.
Excellent problem-solving, resourcefulness, and critical thinking skills.
Naturally curious, with a desire to use data to drive efficiency or improve outcomes.

Preferred Qualifications, Capabilities, and Skills:

Experience in Process and/or Continuous Improvement.
Cross-Functional Leadership with demonstrated ability to lead and collaborate across diverse teams.
Strong Stakeholder Management with proven expertise in building and maintaining relationships.

\n\n\n JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.\n \n\n

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

\n\n

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Organization Description

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Employer Description

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Job Description

The Client Onboarding Analyst is a client facing role, who will act as a Project Manager for the implementation of JPMorgan products including bank accounts, payments and collections solutions, bank statements, etc.

In this role you will work closely with clients, Sales, Product, Operations and Client Service to enhance global client satisfaction through seamless delivery of treasury solutions using robust tools and proven methodology, expert consultation, and client advocacy. Be seen as an innovative, passionate, and proactive partner in delivering a seamless end to end client experience.

The candidate must be able to coordinate multi-disciplinary internal and client teams, in order to understand client requirements and to deliver the implementation of new business wins efficiently and on-time; must be able to recognize issues and their severity, escalate to appropriate individuals/functions and own those that are appropriate. This role will handle multiple deals/projects concurrently that may have competing priorities, resources, and timelines. Must work independently with minimal supervision, as well as partner with the larger project deal team.

Roles and Responsibilities

* Host scoping meetings with the client to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as, the firm's capabilities

* Lead recurring project status meetings via conference call

* Use tracking tools and systems to document current project status, issues, and risks for all active projects

* Serve as an effective point of escalation on behalf of client

* Support client during production migration and production verification; coordinate with production teams to ensure all components are successfully migrated, and provide timely status updates to the client and project team

*Lead the change with innovative solutions using programming languages such as Python, Selenium, etc.

Qualifications

* Fluent written and spoken in English language (mandatory)

* Excellent verbal and written communication skills to both clients and internal partners

* University degree (graduated or in progress)

* Project Management experience (preferred)

* Client facing experience (preferred)

* Cash Management and Treasury knowledge (preferred)

*Programming experience (preferred)

Benefits

If you join the company, you will be part of a diverse and inclusive team that supports each other and will empower you to do your best work.

Your wellbeing is very important to us. Below you´ll find some examples of ongoing initiatives to promote it and a link to learn more about our benefits & culture:

* Flexible work arrangements and work tools to ensure a great experience.

* Generous vacation, exam and parental leave.

* Support for parents, including Family Network that provides support to parents and caregivers, Lactation room on premise, and Paid Day Care for your children up to 6-years-old.

* Medical coverage for you and your family, including domestic partners.

* Employee Assistance Program which provides personal and confidential advisory on psychological, financial and legal matters.

* Wellness programs – e.g., Yoga, stretching and mindfulness classes delivered on premises.

* Language classes, mentorship programs and customized trainings.  

* Platform for employee discounts in Buenos Aires.

* Many others that will be presented to you if you join the team. More info can be found here: https://careers.jpmorgan.com/global/en/

Company Description

ALIS is hiring for two experienced Client Onboarding Specialist

Application and Interview Process:

No formal cover letter is needed but please include a few sentences describing why you are applying for this position specifically.

Interview Process for selected candidates:

10 minute phone screen with Recruiter
In-person (preferred) or virtual interview with Hiring Manager
In-person interview with VP of department

Please note that ALIS will cover all expenses related to interview travel. Candidates residing in border states within a four-hour drive or less will be reimbursed for mileage.

Minimum Years of Experience Required: 2+

Working Location: For candidates with 2+ years of experience, we offer multiple work arrangements : in-office, hybrid, or remote schedules. Relocation subsidies are available. Please note that travel is a key component of this role, requiring at least 3 visits per year to our Chicago headquarters and up to 25% additional client travel. Candidates must be able, willing, and excited to travel.

Sponsorship: Sponsorship is not available for this position.

Salary Range: $65,000.00-$80,000.00

The exact salary will vary based on years of experience and the level of proficiency in both hard and soft skills. is uncommon for someone to be hired at the highest point of the salary range for their position. If you feel like this position is right for you but your desired salary range differs, please still apply.

Job Description

ABOUT THE COMPANY

ALIS is the industry leading provider of assisted living specific software. We are a purpose driven healthcare technology company passionate about innovation and using technology to help people by solving real world problems. The ALIS team designs, builds, delivers, and supports our flagship product ALIS (pronounced “Alice” and stands for Assisted Living Intelligent Solutions).

CULTURE

At ALIS, our culture is rooted in purpose and passion. We show up each day with a positive attitude, ready to make a difference. We care deeply—about our work, our clients, and each other—and we act with honesty, respect, and integrity. We thrive on change, embracing curiosity and continuous growth.

From creating joyful experiences to delivering high-quality, impactful solutions, we relentlessly seek excellence in everything we do. Joining ALIS means being part of a collaborative team that’s driven to improve lives through innovative software and meaningful connections.

JOB ACCOUNTABILITIES

Learn and establish a solid understanding of the ALIS software
Consult with clients to transform their paper process to electronic; create and document new processes and train staff both digitally and (when the time is right) in-person.
Create customized project plans to help guide both internal and external operations to get ALIS operating smoothly for our clients.
Liaise between departments on clients’ needs, onboarding department needs, product feedback, and bugs reporting.

Qualifications

JOB RESPONSIBILITIES

2+ years of experience in onboarding a SaaS product.
2+ years of EHR implementation experience
2+ years of implementing a billing or financial software solution
Experience with G-Suite, CRM usage, and ticket writing.
Excel skills (including pivot tables and v-lookups) or solid skills with interest in learning.
Strong interest in helping communities and learning about their business as to help consult on process transformation from electronic to paper.
Ideally, the right candidate for this role would be located in Chicago but this position is open to candidates from all States if they have previous SaaS onboarding experience with a healthcare product specifically.
Reliable: You show up at work for your team and the clients and look forward to doing it.
Relationship oriented: You have a history of building long term healthy relationships with people and clients.
Organized: You can prepare and execute on project plans.
Calm demeanor: You aren’t pulled into drama or anxiety but can see clearly in order to help others.
Good communicator: You are transparent with information.
Patient: You do not get frustrated with people that are less knowledgeable or tech savvy than yourself.
Good judgment: You can prioritize needs appropriately.
High integrity: You tell the truth even when it is hard to do so. You avoid drama and gossip and prefer to bond over growth, positivity, and optimism.
Adaptable and flexible: You don’t freak out if plans change or meetings get moved.
Solution oriented: You take ownership to actually solve problems instead of just reporting all of the issues.
Strives for excellence / finding ways to delight clients: Not just someone looking to cross a task off their list but spending time to over deliver and leave the relationship better than you found it. The company and this team commits itself to high standards for reliability and performance.
Technologically savvy: You like to help others troubleshoot technology and hardware issues and you have an interest in new technologies and data.

Additional Information

Benefits:

8 Company Holidays ( office will be closed)
2 Floating Holidays
10 days of PTO (Year 1)
Subsidized medical, dental and vision insurance
401k Plan + Up to 4% Matching
Pre-tax Commuter Benefits
Casual Dress
Referral Bonuses
Employee Assistance Fund
Paid Parental Leave
Paid Jury duty & Bereavement Leave
Length of stay rewards
Company bonus pool
HSA and FSA
Life Insurance policy subsidized by Company

ALIS values and promotes diversity. We are an equal opportunity employer and consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. All candidates are subject to a background check.

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Your Team Responsibilities

The Analyst, Onboarding will provide operational support to prospects, clients, and internal functional areas around administration of user access and commitment maintenance within Private I and Total Plan Manager platforms. The role will require effective communication skills as interacting with other functional areas and clients will be part of the daily workflow.

Your Key Responsibilities

Setup and maintain client specific data points within Private I and Total Plan Manager platforms with high level accuracy and according to prescribed methodologies.
Client Support for team specific queries using CRM tools.
Provide operational support to internal users at MSCI.
Meet personal and team deadlines through collaboration with global team members.

Your skills and experience that will help you excel

Bachelor’s degree in finance, Economics or similar with a proven record of academic excellence.
Previous experience with Salesforce or other CRM systems a plus
Proficient in MS Office, particularly Excel. Advanced Excel or SQL skills would be advantageous.
AI or Gen AI agent knowledge a plus
Highly self-motivated with strong attention to detail.
Comfortable with learning to use new software and adopt new technologies
Process refinement experience a plus
Ability to interact with clients and colleagues in a professional manner (in English, both written & verbal) is mandatory.
Ability to work independently with limited supervision is mandatory.

About MSCI

What we offer you

Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.

Flexible working arrangements, advanced technology, and collaborative workspaces.

A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.

A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.

Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.

Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.

We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

To all recruitment agencies

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

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Leap Event Technology is a remote-friendly company. This position is open to any candidate in North America.

WHO WE ARE:

Leap is revolutionizing the event technology industry by empowering organizers to create experiences that are more engaging, more thrilling, and more impactful than ever before. Our all-in-one suite of ticketing, mobile apps, experiential marketing, and patron management tools, combined with our expert marketing services, allows organizers to drive nonstop engagement and capture all customer data from their entire event. That’s why iconic brands like New York Comic Con, Bonnaroo, Illuminarium, and the NHL choose us to power their events.

We are a diverse and passionate team of event experts and fans who are dedicated to helping organizers transform their event experiences. Like our clients, we live and breathe events. We take our passion, knowledge, and hands-on experience and apply it to our work every single day. With offices in Dallas, Montreal, and Sydney, and an expansive remote workforce across the globe, our diverse backgrounds give us the experience needed to create incredible events for any industry, anywhere in the world.

Leap Event Technology is looking for a client service-minded and proactive Onboarding Specialist to join the Implementation team. Client Onboarding Specialists support our mid-tier ticketing clients and are the key to successful onboarding and on-sales. The Client Onboarding Specialist is a product expert in Leap Event Technology’s suite of ticketing products, and collaborates with colleagues across Client Support and Event Operations to ensure the client is trained and equipped for long-term success. We support some of the world’s largest events in the pop-up, convention, festival, and venue spaces, so the ideal candidate will thrive in a fast-paced, collaborative environment and will have a passion for ticketing, education, and client success.

Sounds interesting? Let’s talk.

AS A CLIENT ONBOARDING SPECIALIST, YOU WILL:

Become an expert in two or more of Leap Event Technology’s Enterprise Ticketing Products, specifically Showclix and Leap Conventions

Manage Tier 2 Client Onboarding projects, being proactive to keep clients engaged throughout the onboarding process
Onboard and train clients on Leap Event Technology’s suite of ticketing products; build events for clients where applicable
Facilitate one to many, classroom style training sessions
Communicate value of training program to clients
Assist with internal product training for new hires as needed
Work independently and creatively to deliver exceptional client service
Ensure smooth client transition post-onboarding
Collaborate internally with Client Support to execute event and venue builds as needed

Clearly communicate progress of initiatives to internal and external stakeholders
Be fluent in our shared Project Management tool and a champion of our shared Leap Event Technology tools
Contribute to our shared knowledge base & documentation on Leap Event Technology Products & internal processes
Share ideas for new features and products and suggest workflow improvements with Director of Implementation
Document and share creative solutions with Implementation and Support teams
Liaise with clients and travel onsite to events as needed

EXPERIENCE & SKILLS:

HS Diploma or equivalent required; Bachelor’s degree strongly preferred
1 year client-facing project management experience
1+ years experience in the live events and/or SaaS industry
Box office experience is a plus
Exceptional written and verbal communication skills
Ability to confidently interact with clients and professionals of all backgrounds
Ability to self-start and complete tasks independently
Capacity to execute multiple client implementations simultaneously
Strong communication and technical skills
Possess a passion for creating live event experiences with an eye for improving the customer experience
Willingness to travel occasionally, including overnight and weekends
Must be fluent in English. French and/or Spanish language skills a plus

BENEFITS:

We offer

Medical, Dental, Vision, and Voluntary benefits
Generous PTO
Paid parental leave (following 12 months of continuous employment)
401K Match
$200 event reimbursement
Udemy Business, a world-class learning and development platform

OFFICE INFORMATION:

Leap Event Technology is a 100% remote-friendly company. However, we do offer the option of working in the office for employees located in Montréal (CAN), Dallas (U.S.), Sydney (AUS). All of our offices are stocked with snacks and drinks and we provide a free lunch every week. We offer a monthly travel stipend, and even host the occasional themed party and happy hour!

If you don’t live near an office but happen to be visiting nearby, you can work from the office for as long as you need.

LEARN MORE:

https://leapevent.tech/

ADDITIONAL INFORMATION:

Leap Event Technology requires all Event Operations employees and contractors who will be representing the company at a client event to be fully vaccinated at least two weeks prior to attending. Exemptions are determined by the event organizer. Employees are not required to be fully vaccinated to be present at an office facility.

*Leap Event Technology provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

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Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services.

Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology – the gold standard in secure custody. Copper’s multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody.

Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital.

In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets.

Department environment

The Client Onboarding team are a new team within Copper. The team are responsible for looking after Coppers' clients throughout the end-to-end onboarding lifecycle from inception to go live. Client onboarding has an oversight of the entire process, coordinating both with clients and internal stakeholders, to support clients transition onto the Copper platform. The team work closely alongside sales to ensure that clients receive the best onboarding experience.

Key Responsibilities of the role

In this role it will be your responsibility to:

Partner with Sales to drive and monetise the pipeline to ensure revenue targets are met.
Become a dedicated point of contact to guide clients through the onboarding lifecycle from inception right through to the point the client is transitioned over to the Relationship Management team.
Coordinate client meetings and engage the relevant Copper stakeholders where necessary.
Issue clients with a customised onboarding package and serve as their main point of contact for all documentation and onboarding related matters.
Partner with the KYC Operations, Compliance and Legal teams to finalise the AML/KYC due diligence and legal aspects of the onboarding process.
Attend weekly calls with relevant internal stakeholders to communicate new clients coming through the pipeline to ensure teams are adequately resourced, key clients prioritised and client go live dates or deadlines met.
Complete the setup of the client account on the Copper Platform including coding commercials and configuring platform user permissions.
Coordinate the introduction of the client to the Copper Relationship Management and Technical Account Management teams.
Ensure accuracy of the Salesforce client data included in weekly/monthly dashboard reporting.
Partner with the Head of Client Onboarding to identify trends in clients delays and any deficiencies to the current process which will necessitate in fundamental changes to the onboarding process.
Partner with internal stakeholders to identify and drive automation with the end-to-end onboarding process to ensure scalability and the removal of manual touch points

Your experience, skills and knowledge

Prior professional experience in a Client Onboarding role
Experience in KYC is advantageous, but training will be provided to the successful
Knowledge and experience working in Salesforce
Understanding of and genuine interest in Crypto, Fintech and Financial Services.
Good presentation skills and confidence to present 1:1 and to small and larger groups.
Ability to work cross-functionally and alongside people of differing seniority on a regular basis.
Strength in influencing decision making with or without authority and bringing teams to agreement

The benefits offered

In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment.

Paid Time Off - A minimum of 35 days of paid time off per year, inclusive of annual leave and public holidays. Employees also receive one additional day of annual leave for each year of service.
Comprehensive Medical Insurance - Inclusive of dental, optical, audiology, and mental health coverage, with medical history disregarded
Life Insurance
Enhanced Pension Contributions - Includes an enhanced employer matching contribution
24/7 Employee Assistance Programme (EAP)

In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment.

If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.

Copper is an equal opportunity employer. We embrace diversity and equal opportunities in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. So, bring us your experience, perspectives, and skills. It is in our differences that we will continue to grow and ensure Copper is transforming how institutional investors engage with digital assets. Copper is a Disability Confident Employer, please let us know if you have a disability. If you require us to provide any assistance during the recruitment process, then we would ask you to highlight this to us and we will be happy to accommodate.

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\n\n \n

Position Overview:

Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Onboarding Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Onboarding Associate will be responsible for compiling and maintaining investor and engagement team information, file organization, and assisting with other client deliverables. This role will report directly to the Client Onboarding Coordinators and Managers. High performers will have the opportunity to progress within the Client Onboarding and System Solutions Team.

Responsibilities:

Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
Compile and organize investor CRM information
Assist with data validations, loads, and reconciliations for client implementations
Communicate and provide information to the technology team to set up client portals
Assist with client workspace setup within Standish’s project management software
Provide general administrative support to the Client Onboarding and System Solutions Team
Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices

Qualifications and Experience:

Bachelor's Degree or equivalent relevant experience required
1+ years of experience in a client‐oriented professional office environment, preferably in a related industry
Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
Familiarity with CRM systems a plus (Allvue, eFront, etc.)
Ability to manage high volume workload by multi-tasking and prioritizing
Excellent written and verbal communication skills
Exceptional organizational skills and attention to detail
Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties
Ability to work independently and exercise professional judgment
Team player with a strong work ethic
Adept using web-based data entry databases

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Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Client Onboarding Team.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The Client Onboarding Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

What you’ll do

Remediates data in the Clients and Security Coding systems
Performs trend analysis and identifying root causes Implementing or suggesting solutions based on the root cause analysis
Liaises with other teams globally to ensure data quality is remediated
Provides a high level of customer service to our internal stakeholders
Owns ad-hoc projects from inception through to completion
Provides tangible metrics to Management
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

What we’ll need from you

Managing various data remediation work streams Projects Knowledge
Experience of maintaining client static data within a capital markets environment
Takes ownership of allocated work and is accountable
Able to identify, trouble shoot issues and ultimately escalate
Financial services related qualifications
Bachelor’s/University degree or equivalent experience

What we can offer you

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

#LI-KS1

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Job Family Group:

Operations - Services

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Job Family:

Reference Data Services

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

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COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

TEAM OVERVIEW

KKR’s Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR’s Client Solutions (“KCS”), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm’s Investment professionals to provide information and solutions to clients.

KKR seeks to recruit an experienced professional who is passionate about providing a high quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for client onboarding and managing client and other related information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross-functional capacity with key internal and external stakeholders while simultaneously evolving operational workflows.

RESPONSIBILITIES

Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes
Manage end-to-end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration
Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding
Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions
Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks
Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements
Contribute to the design and expansion of client self-service capabilities related to onboarding (e.g., data collection portals, onboarding checklists)
Ensure all onboarding-related data, documents, and client records are complete, accurate, and audit-ready
Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction
Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship
Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross-border operational alignment
Serve as data steward with objectives of protecting and enriching investor and commitment data
Continue the enhancement of robust data governance frameworks
Build and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs.

REQUIREMENTS

Four-year bachelor’s degree with a strong academic record from an accredited college or university
Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law
Understanding of alternative investments and both equity and credit product offerings
Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best-in-class service
Motivated self-starter who will own all operational aspects of the required processes
Articulate, thoughtful professional with the ability listen well and ask targeted questions when needed
Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm
Extremely high attention to detail and accountability
Ability to maintain impeccable records of investor documents
Highly organized with exceptional attention to detail and excellent follow-through
Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude
Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor
An “always on call” orientation to work
Ability to identify, escalate, and resolve problems/issues

#LI-DNI

This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range$100,000—$130,000 USD

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

","hiringOrganization":{"@type":"Organization","name":"KKR","sameAs":"https://www.kkr.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, MA","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":15,"item":{"@type":"JobPosting","title":"Client Onboarding Specialist","datePosted":"2025-08-04","description":"

ADP is hiring a Client Onboarding Specialist.  

Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress?
Are you a continuous learner who embraces ongoing training, development, and mentorship opportunities?
Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights?

If so, this may be an opportunity for you. Read on and decide for yourself.  

As a Client Onboarding Specialist, you will carry the ADP relationship forward after a sale and enable the first interaction between mid-sized business clients and ADP's industry-leading payroll and HR solutions. You will build relationships with clients and seamlessly implement ADP's technologies to ensure your clients achieve long-term success. Once ADP services are delivered, your efforts will have a direct impact on the day-to-day lives of your clients' employees -- from paychecks to health benefits and beyond.

You will spend your day ensuring your clients are comfortable using ADP's products and services. Every day, you will partner with clients to learn and understand their business needs; analyze existing systems, interface requirements, and business processes; and guide and drive clients towards the best solution for their unique business needs. Still, every day will be different because the new clients you meet span geographies and industries, requiring different solutions to satisfy their specific needs. That will keep things interesting, and our top-ranked training will help set you up for success!

To thrive in this role, you must be comfortable working in a metrics-driven environment. You are eager to learn and adapt well to change. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here, but friendships that last in a company that values inclusion. 

Ready to #MakeYourMark?  Apply now! 

To learn more about Implementation at ADP, watch here: https://adp.careers/Client_Services_Videos 

WHAT YOU'LL DO: Responsibilities  

What you can expect on a typical day:

Onboard Clients.You'll create exceptional onboarding experiences for each product or service implementation. You'll help clients develop the skills and confidence to use our products with ease through your expertise and relationship-building.
Implement ADP Technologies. To deliver a comprehensive ADP solution, you will consult with clients and analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
Partner Internally. You will collaborate with ADP associates in sales and customer service and exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise. 
Multi-Task - Communicate. You will work on multiple time-sensitive projects and follow-up items at the same time. You will share essential information with clients and the teams you work with at ADP.
 You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the calendar year.

TO SUCCEED IN THIS ROLE: Required Qualifications 

High School Diploma
1 to 3 years of experience working in a client service/customer service environment or systems integration environment
Basic project management skills
You can work overtime hours during peak seasons

A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include: 

Experience noted above OR 
Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.

\nQualifications\n

YOU'LL ALSO LOVE WORKING HERE BECAUSE YOU CAN: 

Belong by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences. 
Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones. 
Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. 
Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live.  
Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.

What are you waiting for? Apply now!

Jobs.adp.com

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ADP is hiring a Client Onboarding Specialist.  

Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress?
Are you a continuous learner who embraces ongoing training, development, and mentorship opportunities?
Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights?

If so, this may be an opportunity for you. Read on and decide for yourself.  

Ready to #MakeYourMark?  Apply now! 

To learn more about Implementation at ADP, watch here: https://adp.careers/Client_Services_Videos 

WHAT YOU'LL DO: Responsibilities  

What you can expect on a typical day:

Onboard Clients.You'll create exceptional onboarding experiences for each product or service implementation. You'll help clients develop the skills and confidence to use our products with ease through your expertise and relationship-building.
Implement ADP Technologies. To deliver a comprehensive ADP solution, you will consult with clients and analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
Partner Internally. You will collaborate with ADP associates in sales and customer service and exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise. 
Multi-Task - Communicate. You will work on multiple time-sensitive projects and follow-up items at the same time. You will share essential information with clients and the teams you work with at ADP.
 You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the calendar year.

TO SUCCEED IN THIS ROLE: Required Qualifications 

High School Diploma
1 to 3 years of experience working in a client service/customer service environment or systems integration environment
Basic project management skills
You can work overtime hours during peak seasons

A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include: 

Experience noted above OR 
Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.

\nQualifications\n

YOU'LL ALSO LOVE WORKING HERE BECAUSE YOU CAN: 

Belong by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences. 
Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones. 
Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. 
Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live.  
Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.

What are you waiting for? Apply now!

Jobs.adp.com

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City

Tokyo

Job Type

Full Time

Country / State

Japan

Function Category

Operations

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

You’ll be part of FSO Japan team, based in the Eiraku Building in Tokyo.
The team consists of 15 members and is divided into three groups: Account Onboarding, PKR, and CLM.
This role primarily supports the Account Onboarding and PKR teams.
You’ll collaborate with multiple internal departments to manage KYC processes.

Your expertise

• Minimum 5 years of experience in back-office operations at financial institutions
• At least 3 years of experience in KYC-related tasks
• Strong communication skills and fast administrative processing ability
• A flexible and collaborative team player
• strong English communication skills (orally and written) would be an additional merit particularly for collaboration with offshore stakeholders.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

Why SalesApe?

Join SalesApe, one of the fastest-growing AI companies, recognised as a leader in cutting-edge AI technology and backed by over $20 million from top VCs.

We’re at the dawn of a powerful evolution, set to transform society with our tech. Our mission? To tackle inequality by empowering a huge market of non-tech SMBs—93% of all businesses, think construction, automotive, real estate, and more. While the tech industry has compounded its growth with computing power, these businesses have been technically starved.

With AI agents and our natural language interface technology, we’re unlocking huge productivity gains for our clients. It’s deeply rewarding to see firsthand the transformation in small businesses as they embrace their agent—not just as a tool, but as a trusted, hard-working member of their team. The emotional bond our clients feel toward their agent is undeniable—they often tell us their ‘Ape’ has become part of the family. Our vision is to become the ‘ brain’ of a business spinning out agent worker, freeing up time and simplifying operations, to ensure humans spend more time in real-life interaction.

If you’re ready for intense, high-energy, meaningful work, come make a real impact with us at SalesApe

Our Vision, Mission and Purpose:

As we started building with large language models and AI-powered natural language interfaces, I had an aha moment. It hit me just how significant this inflection point is: compute—the raw power of computers—is now accessible to people who don’t use computers.\"

\"And when I thought about that, I realized the closest invention humanity has seen to this shift was electricity. When electricity arrived, it didn’t just light up homes—it transformed industries, democratized wealth, and empowered everyone, from factory owners to farmers, to grow and thrive. Today, with AI, we have the opportunity to do the same for the real economy.\"

\"For the last two decades, the tech industry has had an incredible advantage. Computers have been like co-pilots for us, quietly amplifying our productivity and enabling us to grow faster than ever before. But 95% of businesses—builders, plumbers, and real estate agents—have been technically starved. These businesses make up 50% of GDP, five times larger than the entire tech industry, but they’ve never had access to the tools they need to compete.\"

\"This is the inequality we’re solving. APE AI is democratizing technology, bringing the power of compute to businesses that have been left behind. And what’s so rewarding is that we’re not just helping faceless corporations—we’re empowering real people. Small business owners who pour their hearts into their work. People whose success directly impacts their families, their communities, and society at large. It’s deeply rewarding to see firsthand the transformation in small businesses as they embrace their agent—not just as a tool, but as a trusted, hard-working member of their team.\"

\"For me, this mission is personal. I’ve spent my career building companies that encourage people to connect in real life, to be physically active, and to engage with their communities. This isn’t just about productivity—it’s about health, happiness, and thriving societies. Humans weren’t built to spend their lives staring at screens. We’re wired to interact, to move, to be part of the real world. And what excites me is that Ape AI is helping to make this possible—empowering businesses that create real-world value to thrive at the same pace as the tech giants.\"

\"This isn’t just about technology. It’s about fairness. It’s about giving the power of compute to the people who need it most, so they can grow, thrive, and make a difference. That’s our mission, and it’s something we can all be proud of.

‍

Role Overview:

SalesAPE.ai seeks a highly motivated B2B SaaS Client Onboarding Manager to work closely with all new and newly launched clients to support them in their success using AI agents. You'll be instrumental in understanding client needs, helping them set up and train the perfect AI SDRs, and be their go to person during their early months to ensure that they are set up to get a strong ROI from our tech and become raving fans. This role is ideal for a self-managing, growth-oriented individual with a proven track record in self-learning and enhancing sales skills.

‍

Key Responsibilities:

Be the first point of contact for new clients and understand their needs from the moment they sign up
Coordinate and complete the setup and training of high performing AI agents using our platform
Provide training and assistance to our new customers in how to optimise their use of our technology
Build basic API based integrations between our platform and 3rd party tech used by our customers
Manage the QA, testing and launch process, providing active monitoring of all newly launched AI agents
Manage any support requests that come in from the clients you’re onboarding and call in help from others in the team where needed
Understand clients goals in improving sales performance and coach them in how to increase engagement, conversion and sales revenues to achieve their business outcomes
Analyse the performance of all newly launched agents every week and make recommendations for improvements that will drive more value to the customer
Take ownership of actioning improvements you see and drive for results
Prepare for and hold regular account performance check in calls with new clients to ensure that they end their first 8 weeks onboarding with a high view of their experience and a strong ROI that we drive for their business.
Create advocates out of our customers to drive referrals and collect NPS scores, testimonials, case studies and reference contacts for sales and marketing usage.

‍

Requirements:

Background or degree in maths, computer science, product development, mechanical engineering, or similar logic and solution building based discipline. Successful candidates will have a proven ability to build and make things work!
Proven Customer Success related experience in B2B SaaS, specifically with SMEs.
Self-managing with a strong growth mindset.
History of self-learning through books, courses, and other resources to refine sales skills.
Renowned as a provider of a great customer experience in either customer success or support in previous teams.
Skilled in digital communication and online tools and platforms, especially comfortable on video calls with clients.

‍

What We Offer:

A pivotal role in a fast-growing AI startup with a unique product offering.
Competitive compensation.
A chance to grow to lead a team in a high-growth market.
A collaborative, innovative, and supportive work culture.
Opportunities for professional growth in the emerging field of AI solutions.

Freedom and autonomy are our principal values.

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Who We Are:

Ground Control (part of NFP, an Aon company) is a business management firm built for those with boundless potential. We act as a financial concierge, designing and implementing a customized plan to meet the needs of our client's career and lifestyle. We're looking for a Client Onboarding Specialist to join our team.

We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach

Summary: The Client Onboarding Specialist will be responsible for managing the end-to-end onboarding and offboarding process for high profile, high net worth clients, acting as a liaison between internal teams to ensure all operational and administrative steps are completed efficiently, accurately and with care. Additionally, the Client Onboarding Specialist plays a critical part in ensuring our operations meet the highest standards of compliance and efficiency. This role requires a high degree of ownership, accountability and professionalism. This role will work under the supervision of the Director, Training & Development, to ensure a smooth and seamless transition for each new client. This role is based in Los Angeles, CA.

Responsibilities:

Initiate the client onboarding & offboarding process by drafting, sending & monitoring engagement/disengagement letters for various signatures and tracking their execution
Works with Operations team to ensure accurate reflection of information in engagement letters (e.g. fee structure changes, annual inflationary increases, etc.)
Create & oversee centralization of GCBM engagement & disengagement letters
Prepare and send welcome emails to new client teams
Prepare and send disengagement emails to client teams
Maintain and manage onboarding & offboarding checklists to ensure timely completion of all steps. Adhering to strict internal deadlines.
Coordinate with internal departments (tax, insurance, operations, etc.) to gather necessary information and ensure alignment with client-specific needs
Monitor onboarding & offboarding timelines and proactively follow up on outstanding tasks or documents
Document and continuously improve onboarding & offboarding processes, flagging bottlenecks or opportunities for efficiency
Other responsibilities as directed by Director, Training and Development

Requirements:

2+ years of experience in client onboarding, operations, or administrative support (experience in finance or entertainment a plus)
Strong organization and project management skills; able to manage multiple client onboardings simultaneously
Excellent written and verbal communication skills
High attention to detail and follow-through
Excellent communication skills, with the ability to train and support a diverse team
Ability to operate with minimal supervision & maintain discretion with sensitive information

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $53,000 to $78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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City

Tokyo

Job Type

Full Time

Country / State

Japan

Function Category

Operations

Join us

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

Your expertise

•\tMinimum 5 years of experience in back-office operations at financial institutions
•\tAt least 3 years of experience in KYC-related tasks
•\tStrong communication skills and fast administrative processing ability
•\tA flexible and collaborative team player
•\tstrong English communication skills (orally and written) would be an additional merit particularly for collaboration with offshore stakeholders.

About us

Job Description

The Client Account Analyst I is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:

Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes.
Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications
Process account opening or maintenance requests in a timely manner
Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners
Ensure all documentation received is current, accurate and complete.
Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing
Perform KYC refresh activity for FPI/FDI clients as per the scheduled timelines.
Process Fresh Registration for FDI by coordinating with client for Documentation as laid down by SEBI/RBI as per the regulations.
Perform Escrow & domestic account opening
Coordinate with internal teams and ensure the account opening is completed within the SLA
Perform FATCA / CRS validations for client tax documents.
Provide the highest level of customer service and teamwork to Banking teams and other internal partners
Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible
Engage with technology to design, build, and test new or updated applications
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

Previous relevant experience preferred
Knowledge on FPI/FDI Regulation is preferred
Prior experience in managing DDP operations, Escrow opening, FPI/FDI registration etc are preferred
Relevant experience in FPI/FDI registration and renewals preferred
Licensing (Series 7, 63 and 65 or 66) beneficial but not required
Self-motivated, proactive, and eager to improve existing processes Extremely detail oriented Excellent team player Strong ability to multi-task, prioritize, and work well under pressure Strong verbal and written communication skills
Demonstrated interesting the fields of operations and compliance

Education:

High School diploma or equivalent

------------------------------------------------------

Job Family Group:

Customer Service

------------------------------------------------------

Job Family:

Institutional Client Onboarding

------------------------------------------------------

Time Type:

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

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Are you looking for an opportunity to be part of the Global Banking Client Onboarding team? You have found one!

As a Client Onboarding Specialist within J.P. Morgan Global Banking, you will be a key player in implementing JPMorgan Payments products to enhance our clients' eCommerce business capabilities and treasury operations. Your role will be pivotal in promoting and coordinating all aspects of a positive client onboarding experience. You will utilize your expertise to guide and lead clients in adopting JPMorgan Payments technology and products across Treasury, Cash Management, Trade, and Merchant Acquiring businesses. This role requires a strong project governance discipline to execute proven client and product onboarding methodologies. You will be responsible for the post-mandate client experience, starting from solution finalization through onboarding, testing, and live production operation. You will be expected to manage multiple concurrent client implementations, prioritize tight deadlines, and lead communications with senior stakeholders while adhering to applicable legal, risk, compliance, and control frameworks.

Job Responsibilities

Serve as the single point of contact, providing overall ownership of the client experience and satisfaction during the onboarding process.
Manage multi-entity/jurisdiction product implementation and account opening requests, including cross-region implementation deals.
Collaborate with clients and coverage teams to develop and execute implementation plans, establishing clear expectations and transparency of timelines using project management principles.
Lead client-facing activities such as workshops to refine solutions, establish project plans, conduct product testing, and manage legal documentation.
Ensure compliance with audit and controls policies and procedures, with a focus on risk management.
Drive improvements to the global operating model with internal partners in Sales, Product, Legal, Compliance, Operations, Technology and Client Service to deliver high client satisfaction and internal efficiencies.
Provide subject matter expertise for international regulatory requirements, products, documentation, and services.
Support global and regional onboarding initiatives to enhance client experience and meet operational and local regulatory requirements.
Monitor the progress of implementation requests and escalate issues as needed to ensure timely execution.

Required qualifications, capabilities, and skills

Bachelor's degree
Superior leadership and teamwork skills, demonstrating the ability to work independently within a matrix, cross-functional, global organization, are essential.
Accomplished project manager operating in a client facing environment such as Consulting or Business transformation
Strong organizational skills and attention to detail, with the ability to meet deadlines in a fast-paced environment.
Strong and effective verbal, written, and interpersonal communication and presentation skills in both Japanese and English.

Preferred qualifications, capabilities, and skills

Relevant industry experience in Cash Management, Transaction Banking, Corporate Finance or Non-bank Payment service providers
Having knowledge or hands-on experience with enterprise applications such as SAP, Oracle, etc., particularly in the finance/treasury domain, would be advantageous.
Familiarity with Payment file/data transfer technologies such as ISO format, enterprise connectivity like SFTP, API, SWIFT , would be advantageous.
Positions held in client-facing roles and proven project management skills are preferred.

\nJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
\n\n \n \n We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Tokyo-To, Japan","addressCountry":"Japan","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Client Onboarding - Associate","datePosted":"2025-08-12","description":"Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

As an Onboarding Associate within JPMorganChase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job responsibilities

Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform. 
Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies. 
Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients. 
Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience. 
Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.

Required qualifications, capabilities, and skills

Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms. 
Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting. 
Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques. 
Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred qualifications, capabilities, and skills

Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders.
Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness.
Adept at fostering digital literacy within the team to enhance technology use in the onboarding process.
Experienced in implementing cybersecurity measures to protect client data during onboarding.

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

\n\n

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About Nasdaq!

Nasdaq is a vibrant and entrepreneurial company where everyone is encouraged to take initiative, challenge the status quo, and take intelligent risks. We want everyone to feel welcome and bring their authentic self to work. Every day, we are building a culture where we all feel connected, supported, and empowered!

What will you be doing?

As Director of Technical Onboarding for the EMEA region, you will lead a high-performing team responsible for onboarding financial institutions to Nasdaq’s Trade Surveillance solution. You’ll be the face of Nasdaq for our clients, driving success through structured processes, technical expertise, and strategic leadership.

Client Engagement: Build positive relationships with client team members, lead onboarding engagements, and act as a technical and strategic adviser.
Team Leadership: Lead and mentor a regional team of onboarding specialists, driving performance and growth through mentor and development.
Operational Excellence: Design and implement onboarding processes tailored to clients, using Linux-based environments and cloud technologies.
Cross-functional Collaboration: Partner with Product, Sales, and Support teams to align onboarding with evolving product capabilities.
Continuous Improvement: Use client feedback and data to refine strategies, champion automation, and challenge legacy approaches.
Planning and Reporting: Maintain oversight of onboarding projects, risks, and critical metrics, and contribute to global onboarding strategy.

Who are we looking for?

We’re seeking a client-facing leader with deep capital markets and trade surveillance experience and a passion for building scalable processes.

Several years in client-facing roles within capital markets and trade surveillance
Proven management experience, including resource planning and team development
Strong technical foundation (Linux environments, SaaS platforms)
Self-starter with a bias for action and continuous learning
Excellent communicator and doer
Process-oriented with a passion for scalable, repeatable frameworks

Why Nasdaq Will Accelerate Your Career

Annual monetary bonus
An opportunity to become a Nasdaq shareholder
Employee Stock Purchase Program Nasdaq stocks with a discount
Pension Plan
Flexible health insurance program
Flexible working schedule and hybrid way of work
Additional paid leave days after 2 years of working at Nasdaq
Flex day program (up to 6 paid days off a year)
Internal mentorship program – get a mentor or become one
Wide selection of online learning resources, e.g., Udemy

What happens now?

If you think you would thrive in this role, then we would love to hear from you! Follow the link to apply, and one of our team members be in touch.

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.

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Client Onboarding Strategy

The Client Onboarding Strategy team is seeking a new member to join its team based in Buenos Aires. The area’s main responsibility is to produce metrics, periodic and ad hoc reports, develop and run controls and identify opportunities for automation in order to support global Client Onboarding activities.

Responsibilities include:

Prepare periodic and ad hoc reports to support global Client Onboarding activities and participate in special projects as requested.
Participate in the design and development of dashboards that lead to data-driven decisions.
Identify opportunities to automate current processes and controls.
Work with internal partners and report to managers in a global team environment.
In-depth knowledge of procedures and systems to ensure client records are compliant with all applicable rules, with focus on process improvements.
Ad-Hoc requests from Senior Management.
Precisely share the information with the right audience and understand the business needs in order to anticipate data requirements.

Qualifications include:

University degree. (Engineering, Computer Science, Actuarial Science, Economy, Business Administration or equivalent).
Fluent in English is mandatory, both written and verbally. Other languages are a plus.
Knowledge of programming languages is required (Python, SQL).
Strong data visualization skills, proved experience with Tableau, Qlik or Power BI.
Knowledge of MS Excel and Office suit.
Be flexible, adaptable and eager to learn.
Ability to work maintaining attention to detail and applying best practices.
Work independently with self-prioritization and attention to deadlines.
Ability to engineer and enhance operational processes.
Strong control mindset

Desired Skills and Experience:

Excellent verbal, written and interpersonal communication skills
Highly organized, proactive and motivated with strong prioritization skills, innovation and problem-solving skills, with the ability to deliver value-added support to business partners and clients in a timely and accurate manner.
Sense of urgency/ability to work well under pressure and tight deadlines.
Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment, as well as handling multiple tasks and changing priorities on a daily basis.

Description

eToro is the trading and investing platform that empowers users to invest, share, and learn. We were founded in 2007 with the vision of a world where everyone can trade and invest simply and transparently. We have created an investment platform that is built around collaboration and investor education. On our platform, users can view other investors’ portfolios and statistics, and interact with them to exchange ideas, discuss strategies, and benefit from shared knowledge. We have 40 million registered users from 75 countries, and our platform is available in 20 languages. eToro is an innovative, fast-growing business and is listed on Nasdaq in May 2025. We have over 1,500 employees across more than 10 offices around the globe, strategically positioned to serve the needs of users. You can find out more about eToro here.

eToro is on the hunt for a Client Onboarding Manager who is a people person, customer-centric, and ready to transform newcomers into trading experts faster than you can say \"stock market.

This is a 6-month contract position, with the possibility of future opportunities depending on performance and business needs.

What will you be doing?

Inbound Call Management / Outbound Call Activities: Conduct outbound onboarding calls to potential customers to assist them in starting their journey with eToro.
Follow up on leads generated through marketing campaigns, referrals, or inquiries.
Identify customer needs and provide tailored solutions that meet their requirements.
Ideal to be capable of providing general market updates and understanding of the financial markets & products.
Handle inquiries & verification of accounts, sharing our products and services, providing prompt and professional responses to customer questions, and building strong customer relationships over the phone.
Maintain accurate customer records in the CRM system, ensuring all interactions are documented.
Achieve or exceed individual and team daily, weekly, and monthly targets to meet all KPIs set out in Service Quality Standards and Balanced Scorecard.

Requirements

Proven experience in telesales, customer service or a related role.
1-3 years of total experience in financial services, a telemarketer/customer success agent will have an advantage.
Strong verbal communication and active listening skills.
Ability to handle high call volumes while maintaining quality and professionalism.
Goal-oriented mindset with the ability to handle objections and close deals effectively.
Excellent problem-solving skills and a customer-first mindset.
Highly motivated and sales-driven individual who is also an excellent team player.
Proficient in using CRM systems and Microsoft Office applications.

This role will be based in our Singapore office. Candidates must have full working rights in Singapore.

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Client Onboarding Manager (Local Coordinator - Enterprise Onboarding Model)

Camana Bay

Monday – Friday 8:30 am – 5:00 pm

On-site

The Onboarding Manager is responsible for acting as a local coordinator within the enterprise onboarding model, ensuring seamless execution of all onboarding initiatives at a local level, including multijurisdictional projects. This role serves as a key local support function for all onboarding activities, regulatory adherence, and risk mitigation strategies. The Onboarding Manager will operate in the first line of defense in the company’s three lines of defense model, ensuring compliance with group and local anti-money laundering, counter proliferation financing and counter terrorist financing framework whilst adhering to external regulations and guidance.

Some of the things you’ll be doing:

1. Local Onboarding Coordination & Support

Act as a local coordinator for onboarding activities, ensuring alignment with global enterprise onboarding strategies.
Oversee the onboarding process for various local structures (Funds, Corporates, Trusts) in accordance with regulatory requirements.
Act as the first point of contact as escalation, providing support and expertise on queries and issues raised by the team local regulatory and compliance expectations and ensure onboarding procedures adhere to local laws.

2. Multijurisdictional Onboarding Support

Facilitate onboarding for clients operating across multiple jurisdictions, ensuring compliance with both Group and local frameworks.
Serve as a liaison between the central onboarding teams and local offices, providing guidance on local onboarding requirements.
Coordinate necessary regulatory submissions and applications across different jurisdictions.

3. Management of High Risk Clients and Exceptions

Manage and coordinate the approval of high risk clients to the key stakeholders in accordance with policies and procedures , ensuring accuracy and timely submission.
Draft and review required minutes, forms, and other documentation for onboarding approvals.
Collaborate as a key stakeholder alongside legal, compliance, and risk teams to ensure all documents meet internal and external regulatory expectations.

4. KYC Services & Quality Control

Conduct quality checks on KYC (Know Your Customer) submissions before final onboarding approval.
Ensure compliance with Group AMLF and Local AMLF policies, identifying potential risks and escalating issues where necessary.
Verify completeness and accuracy of client information, conducting due diligence on high-risk clients.

5. First Line of Defense & Risk Mitigation

Act as part of the first line of defense, ensuring risk-based assessments are conducted efficiently and accurately.
Identify and escalate PEP (Politically Exposed Persons) and sanctioned clients in accordance with local and global regulations.
Maintain ongoing awareness of financial crime risks, ensuring mitigation strategies are effectively implemented.

6. Regulatory Compliance & Adherence to Local Standards

Act as a subject matter expert, maintaining awareness of current anti-money laundering regulations and trendsassessing their impact on the onboarding process.
Ensure onboarding policies, procedures, processes are aligned with group framework and the required external regulations and are updated as required.
Participate in internal and external audits related to onboarding processes and compliance adherence.

7. Stakeholder Engagement & Continuous Improvement

Collaborate with internal stakeholders, including legal, compliance, risk, and operations teams, to drive process efficiencies.
Provide training and guidance as required on best practices for onboarding compliance and regulatory adherence.
Identify opportunities for process improvements and implement enhancements to streamline onboarding and reduce risk through engaging in networking, keeping abreast of developing technologies used for onboarding and continuous professional development.
Utilise data, reporting an analysis of KPIs to lead delivery of effective on-boarding framework to support behavioral change and drive improvements.
Manage and/ or assist with any ad-hoc onboarding projects as may be necessary

What qualifications, education, and experience do you need?

Bachelor’s degree in Finance, Business, Law, or a related field.
Possess 5–7 years of experience in client onboarding, KYC, AML, and regulatory compliance within the Cayman Islands financial services industry, with a strong understanding of local regulatory frameworks and international standards with at least 2 to 3 years of the experience including the management of individuals.
Strong understanding of group AML, CFT, CFP frameworks and how they interact with local policies and procedures
Strong competence and understanding of AML legislative framework for the jurisidictions which the onboarding process is managed for.
Strong understanding of the function and key documentation inclusive of customer due diligence typically required for fund, SPV, trust, and corporate vehicles.
Ability to assess high risk factors eg. PEPs, high risk jurisdictions, etc and assess the appropriateness of and manage PEP and sanctioned clients in accordance with financial crime risk frameworks.
Experience coordinating multijurisdictional onboarding activities.
Strong analytical, problem-solving, and attention to detail skills.
Excellent communication and stakeholder management abilities.
Familiarity with use of technology as part of the onboarding process including onboarding platforms or other technologies used to facilitate the onboarding process.
Ability to work in a fast-paced, highly regulated environment with competing priorities.

Preferred Certifications:

CAMS (Certified Anti-Money Laundering Specialist)
ICA (International Compliance Association) Certification
Other relevant AML/KYC/Compliance certifications

At CSC, compensation depends on several factors, including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $80,000 KYD to $125,000 KYD.

\n\n

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

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About the Role:

The Client Onboarding Specialist plays a critical role in delivering a seamless and high-touch experience for clients transitioning into Baird Trust. Acting as the primary liaison between Financial Advisors and Baird Trust’s subject matter experts—including Portfolio Managers, Trust Officers, and Trust Strategists—this individual ensures clear, consistent communication and coordination throughout the onboarding process.

From the initial discovery phase through to asset transfer and relationship handoff, the Client Onboarding Specialist is responsible for orchestrating the efforts of the relationship team to ensure that client expectations are met with precision and care.

The Impact You’ll Make:

Serve as the central point of contact for Financial Advisors and internal stakeholders during the onboarding process.
Coordinate communication among the assigned Portfolio Manager, Trust Officer, and Trust Strategist to ensure alignment and timely execution.
Manage the onboarding timeline and milestones to ensure a smooth transition of assets and services.
Deliver a white-glove onboarding experience by providing proactive, personalized service that anticipates client needs and exceeds expectations.
Act as a steward of Baird Trust’s service standards, ensuring every interaction reflects our commitment to excellence and attention to detail.
Educate Financial Advisors on Baird Trust’s capabilities and help them identify opportunities within their client base.
Collaborate with the Director of Growth to support Financial Advisor development and engagement.
Partner with the Director of Client and Financial Advisor Experience to uphold and enhance service standards.
Delivers exceptional client service characterized by expertise, empathy, patience, efficiency, and courtesy.
Assist in building a formal onboarding strategy.

Work closely with Baird Trust technology team to identify opportunities for efficiency and enhancement.
Formulate and assist in the implementation of onboarding policies and practices.
Provides consultation and advice to leadership regarding onboarding best practices.

What You’ll Bring to Baird:

Bachelor’s degree in business administration or other related discipline, or the equivalent combination of education, training, or related work experience.
Strong project management and organizational skills.
Excellent interpersonal and communication abilities.
2-4 years of experience in financial services, wealth management, or trust services preferred.
Client-focused mindset with a commitment to delivering exceptional, high-touch service.
Ability to work collaboratively across teams and manage multiple priorities.

#DI

#LI-TA1

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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Job Description

Purpose of the role

To support Wholesale Onboarding with day-to-day processing, reviewing, reporting, and issue resolution.

Accountabilities

Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution.
Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy.
Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes.
Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes.
Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency.
Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders.
Identification of industry trends and developments to implement best practice in Wholesale Onboarding.
Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness.

Analyst Expectations

To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles.
Likely to have responsibility for specific processes within a team
They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team.
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.
Check work of colleagues within team to meet internal and stakeholder requirements.
Provide specialist advice and support pertaining to own work area.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.
Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.
Make judgements based on practise and previous experience.
Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures.
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.
Build relationships with stakeholders/ customers to identify and address their needs.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Embark on a transformative journey as a Client Onboarding Analyst at Barclays, where you'll play a pivotal role in shaping the future. In this pivotal role you will manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with the relevant rules & regulations, and codes of conduct. With competitive benefits and opportunities for career advancement, Barclays is a great place to grow your career in the banking industry.

Key critical skills required for this role include:

Manage the end-to-end trade lifecycle for various asset classes (equities, fixed income, FX, derivatives).
Support corporate client transactions, ensuring accuracy in trade booking, funding, and documentation.
Coordinate with traders, sales teams, and clients to resolve trade discrepancies and settlement issues.
Oversee settlement processes, ensuring timely and accurate trade settlement across global markets.
Monitor investment guideline compliance and escalate breaches in accordance with regulatory and internal policies.
Minimum Qualification – bachelor’s degree.

You may be assessed on key essential skills relevant to succeed in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital technology, as well as job-specific technical skills.

This role is based out of Noida.

","hiringOrganization":{"@type":"Organization","name":"Barclays","sameAs":"https://home.barclays/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Candor TechSpace, Noida, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":30,"item":{"@type":"JobPosting","title":"Client Onboarding Specialist","datePosted":"2025-08-20","description":"

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

For our business, for clients, and for you

Client Onboarding Specialist

On-site role

Role Location: Valencia, Spain

Department: Central Onboarding Team

Employment Type: Permanent, Full Time

The Role & Key Responsibilities:

The Client Onboarding Specialist will be responsible for the onboarding and integration of new Apex Group clients, predominantly in UK.
Key tasks will include coordination of client adoptions (KYC/AML), account openings, facilitating the review and negotiation of funds offering documentation and legal agreements, and project planning.
The Client Onboarding Specialist will be expected to coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.
As part of the integration process, the candidate will be expected to provide regular status updates of onboardings and conversions to new clients. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.
The Client Onboarding Specialist will participate in regional new business meetings and provide updates to senior management and client services teams on integration projects they have been assigned. The candidate will also assist in the production of new business reports and other KPIs / management reports as required.
The Client Onboarding Specialist will work with the Integration team to develop best practices and operating models for integration to enhance the client onboarding experience.
Ensure integration of legacy businesses in the Group into the central onboarding process
Support other European offices when workload requires
Act as an escalation point for all onboarding related issues
Assist Heads of Onboarding in rolling out the Group onboarding procedure in all locations and business lines
Assist Heads of Onboarding in rolling out other onboarding initiatives as we streamline the process across the Group
Daily interaction with Apex Group outsourced business support locations (India, Mauritius, Hungary, Bulgaria) to provide guidance, review, client-interface to progress project blockers and training as the role evolves.
Enhance reporting for deals onboarded in European locations for Group consumption

Skills Required:

The ideal candidate must have an excellent knowledge of funds industry and will have experience working on Hedge, Private Equity funds and other Apex Group products. Experience of ACD, UK Depositary, UK corporate structures and UK regulatory/stock exchange requirements is an advantage as is knowledge of other fund domiciles, such as the Cayman Islands.
Experience/knowledge of Custody/Depositary/NAV calculation and Transfer Agency/AIFM services is an advantage.
You should have strong attention to detail and excellent communication skills. The candidate must be able to work on their own initiative and proactively drive all project workstreams forward to meet target launch dates.
Project management skills.
Knowledge of Salesforce, Project Management tools and other accounting or investor services systems is an advantage but not a necessity.
Professional level of English (spoken and written).

What you will get in return:

A genuinely unique opportunity to be part of an expanding large global business
Opportunities for personal and professional development
A multinational work environment with challenging tasks;
A competitive remuneration package.

","hiringOrganization":{"@type":"Organization","name":"Apex Group","sameAs":"https://www.apexgroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Valencia, Mediterraneo, Spain","addressCountry":"Spain","addressRegion":"Europe"}}}},{"@type":"ListItem","position":31,"item":{"@type":"JobPosting","title":"Client Onboarding Manager","datePosted":"2025-08-20","description":"

The Pepperstone story started in 2010. We know what it’s like to trade the world’s markets. Our team describes us as a place for the curious and the driven, and we like to do things a little differently; as a transformative global fintech, we’re digital, nimble, connected, and united in our vision to create a better way to trade.

We thrive on progress – for our clients and for ourselves. Our organisational culture is ever-evolving, vibrant, diverse, global, and results-focused. You’ll find our 550+ team currently across 11 locations and 9 time zones.

The Role

The Global Client Onboarding Manager is at the heart of our global onboarding efforts, dedicated to providing an exceptional and compliant experience for clients in various regions. This role oversees a dynamic team spread across four offices and is responsible for ensuring onboarding performance, quality assurance, operational excellence, and collaboration across different functions.

In this position, you will play a key role in making a fantastic first impression on our clients, helping to uphold Pepperstone's reputation for excellence. You'll also have the exciting opportunity to continuously seek out ways to automate processes and improve workflows using both internal and external tools.

As our Global Client Onboarding Manager, your key responsibilities will include:

Manage and lead the global Client Onboarding team, including Cyprus and three additional international offices.
Oversee daily operations and team performance ensuring SLA’s and KPI’s are met.
Build and maintain a strong client onboarding experience through company systems and platforms (Salesforce, internal admin tools and emerging automation solutions)
Collaborate closely with Compliance, Risk, Product and Support teams to ensure onboarding process are effective, compliant and scalable.
Conduct regular Quality Assurance checks and drive a culture of accountability and continuous improvement.
Report on onboarding performance, client satisfaction and operational metrics to senior leadership.
Lead onboarding initiatives that support strategic business goals such as reducing time to account opening.
Support tool development by identifying automation opportunities and collaborating with internal tech teams and vendors
Train, coach and develop onboarding team members globally, ensuring consistent knowledge performance, and alignment with regulatory requirements.
Manage complex client escalations during onboarding in partnership with internal teams.
Recommend and implement process changes to improve efficiency, compliance and customer experience

About you

Proven leadership experience managing teams
5 years in a client onboarding, KYC/AML, or operational leadership role within financial services or fintech
Comprehensive knowledge of onboarding tools and workflows, including expertise in CRM systems and mainstream EV and IDV providers.
Experience working with or implementing automation and process transformation.
Strong understanding of KYC/AML and customer due diligence frameworks
Demonstrated ability to deliver on KPIs and continuously improve performance and customer outcomes
Strong cross functional collaboration skills, particularly with Compliance, Product, Risk, and Customer Support
Excellent Communication and Stakeholder management skills
Ability to live the Pepperstone values
Committed to ongoing learning and development

Why you will enjoy working with us

Competitive salary structure including company bonus scheme
Genuinely collaborative and friendly culture
Flexible and hybrid working
Remote working option - work from anywhere for up to 6 weeks per year
Ongoing personal development & learning opportunities
3 paid volunteering days per year & Workplace Giving Program
Periodic recognition and reward programs for outstanding performance and achievements
Frequent events and celebrations
Comprehensive medical insurance with coverage for your healthcare needs
Pension fund
Employee Assistance Program & Wellbeing Initiatives
Convenient and cozy office located near the Limassol Municipal Garden

More about Pepperstone

We’re a regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, we arm our clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, we learn quickly and move forward with impact. To learn even more visit Pepperstonecareers.com and www.linkedin.com/company/pepperstone/

We understand it’s important to do due diligence on a prospective employer, and see what our team is saying on Glassdoor. We respect our team members’ experiences and will never pay to remove a negative review.

Pepperstone is an equal-opportunity employer. We are passionate about building a diverse workplace and strongly encourage applications from any background.

“We are a 2025 Circle Back Initiative Employer – we respond to every applicant”.

We will be reviewing applications as they come through, so if this is an opportunity that excites you, don't wait. Express your interest by clicking the apply button below as soon as possible.

Note to external agencies: While we appreciate the efforts of external recruitment agencies, we prefer to engage directly with applicants for this opportunity.

#Li-Hybrid

","hiringOrganization":{"@type":"Organization","name":"Pepperstone","sameAs":"https://pepperstone.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Limassol, Limassol, Cyprus","addressCountry":"Cyprus","addressRegion":"Middle East"}}}},{"@type":"ListItem","position":32,"item":{"@type":"JobPosting","title":"Client Onboarding & Service Capacity Planning Analyst - Senior Associate","datePosted":"2025-08-12","description":"

Join the Commercial & Investment Banking Finance & Business Management Capacity Planning team as a professional supporting the Client Onboarding & Service organization. If you enjoy working with numbers, big data, possess excellent presentation skills, have sound statistical knowledge, and great stakeholder management, this role is for you! This high-visibility role involves direct interaction and partnership with various senior managers within the bank.

As a Capacity Planning Analyst within the Commercial & Investment Bank, you will advance the business analysis and reporting agenda, manage the monthly Performance Review process, and partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling. Your role involves analyzing FTE Saves, identifying opportunities for advanced analyses, and building trusted relationships with stakeholders.

Job Responsibilities:

Advance the business analysis and reporting agenda by providing efficiency recommendations based on forecasting and capacity planning insights.
Use analytic tools to inform the business of risks and opportunities and prepare detailed business analysis to explain performance results.
Develop cross-functional knowledge to understand performance and trends impacting decision-making on business strategies.
Manage the monthly Performance Review process, producing the monthly performance deck and providing actionable recommendations.
Partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling.
Analyze FTE Saves and benefits of business initiatives such as technology enhancements and productivity improvements.
Identify opportunities and deploy advanced analyses at scale for CIB Client Onboarding & Service functions.
Develop a deep understanding of systems and processes to extract insights from existing data and recommend enhancements.
Build trusted relationships with stakeholders, cross-functional partners, and leadership.
Create executive-level presentations using PowerPoint PitchPro+.
Communicate effectively with business partners to drive project next steps.

Required Qualifications, Capabilities, and Skills:

2 years of experience in business analysis, reporting, Capacity Planning, and/or Workforce Management.
Strong quantitative and problem-solving skills with the ability to multi-task in a fast-paced environment.
Excellent interpersonal and communication skills.
Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
Excellent problem-solving and critical thinking skills with the ability to interpret and present complex data.
Bachelor’s degree in a business discipline, quantitative, or related field (Data Analytics, Finance, Computer Science, etc.).

Preferred Qualifications, Skills, and Capabilities:

3 years of experience in using data technology to solve complex business problems.
Hands-on expertise in multiple Business Intelligence toolsets and database platforms.
Tableau and SQL/coding experience.
Knowledge of Alteryx, Python/R, and Qlik Sense.
Knowledge and experience with various analytical, modeling, and statistical methodologies.

\n\n

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Are you looking for a career move that will put you at the heart of a global financial institution?

Team/Role Overview

The Client Onboarding group is a client facing organization responsible for the coordination and communication around all underlying activities from sales prospect/new business opportunity through to the first trade.

While the client onboarding team are responsible for stewarding the client through the end-to-end onboarding process our success as a firm depends on many teams and the ability to effectively communicate between them. Generally, the onboarding role is a coordination role with client data set up function happening within the respective control groups. The department has a fast paced environment and analysts have deadlines to meet daily and deal with stakeholders across the globe

The Senior Client Onboard Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices.

What you’ll do

Responsible for customer interaction, documentation issuance, review and system setups.
Demonstrates high level of diligence, motivation and organizational skills.
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
Consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
Understands new customer requirements and ensure adequate support to new customer requirements and initiatives. Monitors customer satisfaction and service level and drive process changes. Provides innovative solutions to clients.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we’ll need from you

Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of multitasking and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.
Proficient in Microsoft Office Applications.
Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).
Experience in Documentation review, Account Maintenance and related Cash products preferred.
French and/or German language skills preferred.
Bachelor’s/University degree or equivalent experience.

What we can offer you

Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

#LI-NG3

------------------------------------------------------

Job Family Group:

Customer Service

------------------------------------------------------

Job Family:

Institutional Client Onboarding

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

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Associate Client Onboarding Specialist

LOCATION: Vilnius, Lithuania

HYBRID MODEL: 3 days a week in the office

SALARY: 2100-2300 EUR (gross, monthly)

FULL TIME, PERMANENT ROLE

We’re on the hunt for an Associate Client Onboarding Specialist to be a key player in our Vilnius team. You’ll be the gatekeeper for new clients looking to share press releases through our platform - think of yourself as a mix of a detective and a quality control wizard. 🕵️✨

Your mission will be to vet and approve new client applications, support our sales team by onboarding clients they've brought in and work closely with teams across the company - including Sales, Editorial, and Finance - to make sure everything runs smoothly

If you’re someone who thrives in a fast-paced environment and enjoys working with a variety of teams, this is your chance to make an impact right from the start.

Come help us shape the voice of global communication - one press release at a time! 🌍📰

Day to day responsibilities of the role include, but are not limited to:

Perform account research on organizations who are looking to do business within the product line of business.
Setting up any new approved account applications on our various platforms.
Act as main point of contact for prospects until their account is approved.
Communicate clearly with prospects via phone and email.
Embrace collaborating with teammates.
Ability to work occasional overtime during high volume periods.
Ensuring that SLA’s and KPI’s are met regarding account research and account activation.
Participate in and lead additional projects as required.

What you should bring:

Bachelor’s degree is required from an accredited college or university with major coursework in business, marketing, or a related field. Equivalent work experience in a similar position may be substituted for educational requirements.
Minimum 1 year of experience in a client-facing position required.
Customer service experience in a fast-paced environment required.
Excellent English speaking and writing skills.
Ability to maintain focus in stressful situations.
Excellent multi-tasking skills.
Exceptional time-management skills, ability to prioritize assignments and meet deadlines.
Project self-confidence, enthusiasm, and a positive, can-do attitude.

Why Notified…

We place a lot of value in giving our clients the solutions and support they need to operate efficiently and successfully. This same desire we use to set our customers up for success applies to our employees as well. Notified committed to helping our employees and their families maintain a healthy work/life balance, to build a financially secure future. Self-development and learning are key with all our global employees having access to our internal learning and development university DevelopU for career and skills enhancement.

What we offer:

A modern office in the Business Stadium Complex, just a 15-minute walk from the Old Town.
Complimentary underground parking.
24 days of holiday entitlement per year.
Fitness activity sponsorship – the company will cover your gym invoice.
Comprehensive medical and health insurance.
Flexible work arrangements. This role will be based out of our Vilnius office, located at Rinktinės street 5. Our expectation at this time is that you would work from the office on Tuesday, Wednesday, and Thursday with flexibility to work from home on Monday and Friday.
Regular learning sessions, team-building events, and activities.
Annual social events, including Summer and Christmas parties.
A diverse international work environment.
A culture that celebrates innovation and creativity.
Access to our virtual university, offering over 8,000 online courses.
Quarterly Recognition Awards.
A rewarding Referral Bonus Scheme.

About NOTIFIED!

At Notified, we help the world’s top brands tell their stories and connect with the audiences that matter most. Whether it’s sharing company news, engaging with the media, or keeping investors informed, our powerful communications platform makes it all easy and impactful.

We bring together public relations and investor relations tools in one smart, intuitive solution — backed by cutting-edge technology and a team that genuinely cares.

Every day, we empower thousands of organizations to build trust, drive awareness, and shape their reputation. If you believe in the power of storytelling and meaningful communication, apply today and start your story with Notified!

Award-Winning Technology & Service

#1 Press Release Distribution, Summer 2025 G2 Report
PR Innovation of the Year, 2025 Gold Stevie Awards Winner
Platinum Winner, 2025 Titan Business Awards
2025 PRWeek Awards Finalist
Inc. 2024 Best in Business List
Best Press Release Distribution Company, MarTech Breakthrough Awards

What’s next…

Qualified candidates will be contacted by a member of our in-house recruitment team to kick-start the recruitment process. If you are a possible fit, you will be invited to meet with a few key individuals in order to help you get a full understanding of the team and the position. Our goal is for you to get to know us as we get to know you!

Apply now to join our successful team!

Please note:

Subject to local legislation, and as applicable to the position to which you have applied, Notified may require your consent at the point of offer to complete certain background screening checks including (but not limited to) Legal right to work in the relevant country, reference checks, Credit checks and Criminal checks. Failure to complete these checks / meet the required criteria may result in offer withdrawal.

#LI-LM1

#LI-Hybrid

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Client Onboarding Senior Manager

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your leadership, detail oriented and organizing skills to Citi’s Client Onboarding Operations Team.

Team/Role Overview

As part of the ongoing transformation of our Client Onboarding service, we are seeking a strategic, client-centric leader to manage our Citi Client Onboarding Warsaw Hub.

This role is critical to delivering an exceptional onboarding experience at first touch, improving internal coordination, and driving performance through clear metrics and accountability.

The Client Onboarding Senior Manager will lead a team of specialists, working in close partnership with Bankers/ABs, Business Managers and control functions to ensure the timely, accurate, and risk-compliant onboarding of new clients and accounts.

This position plays a key role in advancing our operating model by championing process efficiency, enhancing service quality, and fostering a collaborative, high-performing culture.

Key Objectives

Deliver onboarding excellence at first point of contact, reducing rework and cycle time.
Promote clear and proactive communication across all steps of the onboarding process and with stakeholders.
Champion data-driven performance management (Metrics, KIPs, Dashboards).
Ensure fluent English communication to support cross-regional alignment.
Support change initiatives and continuous improvement aligned to our strategic transformation.

Responsibilities

Lead the Warsaw-based Client onboarding team responsible for high-quality and timely processing of onboarding and account opening requests.
Drive culture of accountability, client service, and continuous improvement.
Monitor and report key performance indicators (e.g. good order rate, turnaround time, aging).
Collaborate with global partners and internal stakeholders to identify and resolve process friction.
Maintain strong relationships with Bankers, ABs, Risk teams, and KYC units to ensure seamless onboarding and issue resolution.
Act as a point of escalation and risk gatekeeper, ensuring adherence to policy and regulatory standards.
Support the integration of project and change management initiatives, including new checklists, governance enhancements, and digital solutions.
Promote operational efficiency by streamlining procedures.
Contribute to global standardization efforts while adapting local and regional processes where needed.

Qualifications

6-10 years of experience in financial services, preferably in onboarding, operations, or client services
Demonstrated success in managing teams and driving service excellence.
Strong knowledge of account opening, documentation, and KYC requirements.
Fluent English communication skills (written and spoken)
Experience in project/change management, with focus on process improvement and implementation.
Proven ability to work in a fast-paced, cross-functional environment with strong attention to details and risk awareness.
Strong stakeholder management and communication skills to influence and align with business and control functions.

What we can offer you

This is a role that'll offer you the opportunity to build an in-depth knowledge of financial services operations. Every day there will be new business challenges that will help you develop new skills that can drive your career.

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources
A discretional annual performance related bonus
A chance to make a difference with various affinity networks and charity initiatives

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

------------------------------------------------------

Job Family Group:

Private Client Coverage

------------------------------------------------------

Job Family:

Client Onboarding

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

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This is a remote position.

Schedule:

Monday to Friday, 8:30 AM – 5:30 PM New York time (1-hour unpaid break)

\n\n Job Summary:
\n\n
\n\n\n We are seeking a highly organized and dependable Client Onboarding Specialist to lead the onboarding process for new clients at our CPA firm. This client-facing role requires exceptional communication and customer service skills to ensure a smooth and professional transition for each client. The ideal candidate will be detail-oriented, tech-savvy, and eager to learn our firm’s systems and processes. You will play a key role in gathering and documenting client data accurately, while building strong, positive relationships and providing a high level of service from day one. Your efforts will help set the foundation for long-term client satisfaction and success.
\n\n\n
\n\n\n Key Responsibilities:
\n\n\n
\n\n\n • Set up client profiles in internal systems (Client Sheets)
\n\n\n Gather required documents, credentials, and financial data from clients (e.g., bank access, payroll system, prior-year tax returns)
\n\n\n • Ability to analyze Financials (Balance Sheet and Profit & Loss)
\n\n\n • Educate clients on firm processes, timelines, communication channels, and expectations
\n\n\n • Track onboarding progress using checklists and update internal dashboards or trackers
\n\n\n • Follow up with clients to obtain missing information or documentation
\n\n\n • Prepare onboarding forms and templates for review by the Onboarding Manager
\n\n\n • Help schedule client onboarding calls or meetings
\n\n\n • Maintain secure digital filing systems and ensure all documents are stored properly
\n\n\n • Assist with data entry, document formatting, etc
\n\n\n • Support process improvement efforts and suggest workflow enhancements
\n\n\n
\n\n\n
\n

Requirements

\n\n Qualifications:
\n\n\n
\n\n\n 1–2 years of experience in an administrative, assistant, or support role (CPA or professional
\n\n\n services environment a plus)
\n\n\n
\n\n\n • Professional and client-focused demeanor with a problem-solving mindset
\n\n\n • Strong organizational and time management skills.
\n\n\n • Detail-oriented with a high degree of accuracy.
\n\n\n • Excellent written and verbal communication skills.
\n\n\n Proficiency with Microsoft Office, Google Workspace, QuickBooks and other common accounting or CRM tools.
\n\n\n • Willingness to learn and adapt in a fast-paced, team-oriented environment.
\n\n\n • Ability to manage multiple onboarding projects simultaneously.
\n\n\n • Organized, detail-oriented, and process-driven.
\n\n\n • Tech-savvy and able to learn new platforms quickly.
\n

Benefits

\n\nIndependent Contractor Perks
\n\n

HMO Coverage for eligible locations
Permanent work from home
Immediate hiring
Steady freelance job

\n\nZR_24778_JOB
\n
","hiringOrganization":{"@type":"Organization","name":"BruntWork","sameAs":"https://www.bruntworkcareers.co/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote"}}}},{"@type":"ListItem","position":37,"item":{"@type":"JobPosting","title":"Client Onboarding, Associate (AML)","datePosted":"2025-08-06","description":"Since 2015, we’ve empowered entrepreneurs with over £13 bn in funding, fuelling the creation of 56,000+ jobs and 34,000+ new homes across the UK and US. At OakNorth, we’re on a mission to help ambitious businesses thrive—and our Client Onboarding team is at the heart of that journey.
This is more than just another job at a bank. It’s a unique opportunity to join a fast-growing, high-impact organisation that’s known for challenging the status quo. We’re not looking for cogs in a machine—we want self-starters, bold thinkers, and ambitious builders who are ready to forge their own career path while supporting some of the most inspiring business leaders in the UK.
As a Client Onboarding Associate, you’ll play a vital role in delivering an exceptional experience to every new client—ensuring they’re onboarded efficiently, compliantly, and with a level of service that sets us apart. You’ll combine regulatory rigour with a genuine commitment to making every interaction count.\n

Responsibilities:

Conduct AML CDD reviews on new and existing lending customers by collating information from online company registers, company information providers, public sources and using internal systems and screening tools, to verify the identity and beneficial ownership/control of customers, identifying any higher risk factors and completing a full risk assessment on each customer.
Conducting screening of clients to identify any links to PEPs, sanctions, adverse media and financial crime or reputational risk
Communicate & collaborate effectively with customers of OakNorth and internal stakeholder to ensure we are delivering Customer Delight. 
Manage customer expectations through effective communication skills whilst also ensure we are working at speed and maintaining Momentum
Operate in line with the Bank's Risk Management framework and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.
Identify areas for improving processes to deliver improved efficiency in the AML CDD process
Carry out BAU / ad hoc administrative tasks. 
Leverage GenAI tools to increase productivity and enhance decision-making processes within the role
Keep up to date with and develop a broad knowledge of upcoming changes in regulations, internal policies and latest developments in financial crime learning

Requirements:

Essential to be educated to degree level in a relevant subject (i.e. law, finance, business studies) or relevant industry experience in an AML/CDD role
Desirable to be studying towards an AML qualification
Experience working in the financial service sector and experience of AML/KYC, CDD/EDD
Awareness of financial service firms’ obligations in respect of financial crime prevention.
An understanding of, and experience of working with different corporate structures across different jurisdictions
Proven experience in a CDD/AML role, with strong practical knowledge of relevant AML and CDD regulatory requirements
Strong analytical skills and ability to work well under pressure
Self-motivated and results focused
Excellent verbal and written communication skills with the ability to analyse, articulate and present complex issues clearly and concisely.
A team player with a positive, supportive, and engaged approach to change.
Excellent time management skills and able to prioritise workloads to meet agreed deadlines.
Ability to build strong professional relationships at all levels and represent OakNorth effectively.
Desire to go the extra mile to delight our customers.

Benefits & Perks:

Equity. We want people to have a stake in the business so that all our interests are aligned.
25 days holiday
Personalized benefits – opt-in to what matters to you
Subsidised Private Medical Insurance with Bupa
Enhanced maternity and paternity leave
Wellbeing and social events
In-house Barista Bar in London office
Support causes that matter to you – Volunteering time off
Salary sacrifice schemes (Cycle to work, nursery, gym, electric car scheme)

","hiringOrganization":{"@type":"Organization","name":"OakNorth","sameAs":"https://www.oaknorth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Manchester","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":38,"item":{"@type":"JobPosting","title":"Senior Officer - Client Onboarding","datePosted":"2025-08-08","description":"

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

What’s In It For You

Competitive salary
We are globally hybrid (please check the specifics for this role during interview process)
Flexible working hours
Private Pension Plan fully paid by the company after probation
Private medical insurance with Catastrophe cover fully paid by the company
Employee recognition program and spot bonuses

Purpose of the Job

Provide onboarding services to a varied portfolio of clients for which Ocorian provides services to / intends to service, under the supervision of the Manager and / or Unit Head in accordance with the Mauritius regulations and in strict adherence to the procedures and processes of Ocorian.

Main Responsibilities

Assist the Client Onboarding Manager and Client Onboarding Team in the onboarding of new clients;
Be able to work independently and analyse all types of Client Onboarding work being undertaken, from preliminary onboarding, approval by the client acceptance committee and registration and licensing with the authorities;
Actively engage with clients being onboarded as well as with the Client Services Team to ensure an excellent first client experience;
Maintain high quality operating standards, procedures/best practices and quality controls;
Work towards predefined timeframes for onboarding of clients;
Work in accordance with the Compliance and AML/CFT policies to ensure that all KYC/CDD, client onboarding questionnaire and all other documentations are in place prior to the client acceptance process;
Ensure the prompt and effective handing over between the client services teams and the clients once the client entity has been set-up / incorporated and licensed;
Undertake discussions and exchanges with banks for opening of bank accounts for new clients and ensure preliminary onboarding has been completed;
Coach team members for onboarding matters and review work from time to time for lower level colleagues in the team
Ensure Files and Internal Databases are updated at all times.

#LI-EM1

#LI-Hybrid

Qualifications

A first degree in Law, Management, Finance or related field; and
ICSA or ACCA or any professional qualification related to the Global or financial sector would be an advantage.

Knowledge/Skills/Experience

Have a minimum of 4 years of working experience in the financial services sector.
Knowledge of financial services legal and regulatory requirements;
Knowledge of various structures and licenses in the financial services sector (GBL, Funds, Trusts, special activity licenses etc)
Knowledge of platforms used by authorities and institutions in relation to incorporation and licensing of new clients;
Microsoft Office Proficiency;
Fluent in French and English;
Good communication skills;
Ability to work to tight deadlines under pressure, while maintaining close attention to detail;
Excellent team player

Competencies

Communication;
Coaching
Interpersonal Relationship;
Problem Solving & Analysis;
Coping with Pressure and Setbacks; and
Learning & Researching.

Additional Information

Our Values

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

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City

Shanghai

Job Type

Full Time

Country / State

Mainland China

Function Category

Operations

Join us

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

You'll be working in the UBSF Operation team in Shanghai

Your expertise

You have:
• Bachelor's degree or above in a related discipline, and China Futures Association licensed
• 5+ years experience in handling institutional client KYC, with knowledge of local AML regulations will be a plus
• Relatively good English communication & writing skills

You are:
• Willing to work night shifts
• Highly self-disciplined, with high integrity
• Able resolve and escalate relevant issues
• A team player and willing to contribute to an enthusiastic and diverse operations team
• Eager to continuously learn market and product knowledge as well as the firm's culture

About us

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As a Client Onboarding Vice President within Commercial & Investment Banking, you will be a key player in the onboarding process, ensuring our clients are well-versed in our Treasury Product platforms. Your role is pivotal in leading and managing the implementation of treasury products for both new and existing clients transitioning to the Chase banking platform. You will leverage your advanced understanding of risk management, strategic planning, and critical thinking to navigate complex issues and make impactful decisions that shape our operations and financial management. Your proficiency in data and tech literacy will be crucial in interpreting models and communicating data requirements, while your advanced emotional intelligence and stakeholder management skills will enable you to build productive relationships and drive mutually beneficial outcomes. As a leader, you will inspire your team, fostering an inclusive environment that encourages innovation and continuous improvement.

Job Responsibilities

Lead the implementation process of treasury products for new and existing clients transitioning to the Chase banking platform, ensuring a smooth and efficient onboarding experience.
Utilize advanced risk management skills to identify potential risks and implement mitigation strategies during the onboarding process, ensuring compliance with regulatory obligations.
Leverage advanced strategic planning skills to define the direction of the onboarding process, making key decisions on resource allocation to achieve set objectives.
Apply critical thinking skills to analyze complex issues during the onboarding process, making informed decisions that align with the firm's operational and financial goals.
Utilize advanced emotional intelligence and stakeholder management skills to build productive relationships with clients, cross-functional teams, and stakeholders, driving mutually beneficial outcomes.
Develop and execute strategic plans for the onboarding program, aligning with the firm's objectives and leveraging data and technology to drive impact.
Manage conflicts and conflicts of interest that may arise during the onboarding process, using advanced conflict management skills to facilitate discussions and create optimal solutions.
Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced stakeholder management skills to drive mutually beneficial outcomes.

Required qualifications, capabilities and skills

Minimum 7 years of experience in implementing treasury products or similar financial services.
Proven track record in risk management, including identifying potential risks and implementing mitigation strategies in a financial setting.
Demonstrated ability in strategic planning, including defining organizational direction and making key decisions on resource allocation.
Advanced proficiency in data and tech literacy, including developing and interpreting models to represent and communicate data requirements.
Advanced skills in stakeholder management, with a history of establishing and maintaining productive relationships with stakeholders, cross-functional teams, and clients.

Preferred Qualifications, capabilities and skills

Manage change initiatives to ensure smooth transitions and adoption of new onboarding processes.
Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
Oversee project management activities to ensure timely and successful client onboarding.
Apply market product knowledge to tailor onboarding experiences to client needs and industry standards.
Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
Implement cybersecurity measures to protect client data during the onboarding process.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (20%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

\n\n

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Charlotte, NC, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":41,"item":{"@type":"JobPosting","title":"Client Onboarding - Vice President","datePosted":"2025-08-12","description":"Join JPMorganChase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients. Leverage your project management expertise to create seamless onboarding experiences, build strong relationships, and drive innovation within a diverse and dynamic team. Elevate your career with endless growth opportunities and make a meaningful impact in the world of finance.

As a Client Onboarding Vice President within JPMorganChase, you will be a key player in the onboarding process, ensuring our clients are well-versed in our Treasury Product platforms. Your role is pivotal in leading and managing the implementation of treasury products for both new and existing clients transitioning to the Chase banking platform. You will leverage your advanced understanding of risk management, strategic planning, and critical thinking to navigate complex issues and make impactful decisions that shape our operations and financial management. Your proficiency in data and tech literacy will be crucial in interpreting models and communicating data requirements, while your advanced emotional intelligence and stakeholder management skills will enable you to build productive relationships and drive mutually beneficial outcomes. As a leader, you will inspire your team, fostering an inclusive environment that encourages innovation and continuous improvement.

Job Responsibilities\n\n

Lead the implementation process of treasury products for new and existing clients transitioning to the Chase banking platform, ensuring a smooth and efficient onboarding experience.
Utilize advanced risk management skills to identify potential risks and implement mitigation strategies during the onboarding process, ensuring compliance with regulatory obligations.
Leverage advanced strategic planning skills to define the direction of the onboarding process, making key decisions on resource allocation to achieve set objectives.
Apply critical thinking skills to analyze complex issues during the onboarding process, making informed decisions that align with the firm's operational and financial goals.
Utilize advanced emotional intelligence and stakeholder management skills to build productive relationships with clients, cross-functional teams, and stakeholders, driving mutually beneficial outcomes.
Develop and execute strategic plans for the onboarding program, aligning with the firm's objectives and leveraging data and technology to drive impact.
Manage conflicts and conflicts of interest that may arise during the onboarding process, using advanced conflict management skills to facilitate discussions and create optimal solutions.
Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced stakeholder management skills to drive mutually beneficial outcomes.

Required qualifications, capabilities and skills

Minimum 7 years of experience in implementing treasury products or similar financial services.
Proven track record in risk management, including identifying potential risks and implementing mitigation strategies in a financial setting.
Demonstrated ability in strategic planning, including defining organizational direction and making key decisions on resource allocation.
Advanced proficiency in data and tech literacy, including developing and interpreting models to represent and communicate data requirements.
Advanced skills in stakeholder management, with a history of establishing and maintaining productive relationships with stakeholders, cross-functional teams, and clients.

Preferred Qualifications, capabilities and skills

Manage change initiatives to ensure smooth transitions and adoption of new onboarding processes.
Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
Oversee project management activities to ensure timely and successful client onboarding.
Apply market product knowledge to tailor onboarding experiences to client needs and industry standards.
Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
Implement cybersecurity measures to protect client data during the onboarding process.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (20%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

\n\n

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

Responsible for customer interaction, documentation issuance, review and system setups.
Demonstrates high level of diligence, motivation and organizational skills.
Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues.
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
Encourages cross functional training for staffs to enrich their skill base.
Optimizes manpower to achieve higher productivity levels.
Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.
Establishes risk management practice. Maintains a culture of risk and controls in the team through various processes and check points.
Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred.
Good interpersonal communication skills. Able to communicate with internal and external business partners.
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill.
Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and / or regulators. Ability to coach and develop people, identifying and retaining talent. Able to partner with businesses and other support functions at senior levels in setting strategy and priorities. Able to strive under pressure and covert opportunity from risk. Should be open to working staggered hour /shift / over weekend and on public holidays. To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice.
Proficient knowledge of English (written and spoken).

Education:

Bachelor’s/University degree or equivalent experience

------------------------------------------------------

Job Family Group:

Customer Service

------------------------------------------------------

Job Family:

Institutional Client Onboarding

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

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We are Rydoo! A global fintech scale-up revolutionizing spend management to make it the easiest part of your day.that makes spend management the easiest part of your day.

Spend management has been too complicated for too long. Rydoo’s app, backed with OCR technology, helps our clients save time and money with just a few clicks & photos.

We’re building a new generation of spend management software with a product-first approach that truly empowers our users.

RYDOO IN A SNAPSHOT

Ambitious international team (150+ Rydoo’ers and growing)
33 nationalities speaking over 15 languages
6 offices across 3 continents
Easy-to-use spend management app available on iPhone and Android
Supporting over 10,000+ clients and 1 million+ users worldwide
4.4 employer score on Glassdoor

The Role
We are seeking a dynamic and results-driven professional to join our Onboarding team. As a Senior Onboarding Manager you will play a crucial role in the first value we bring to our customers, translating their needs into Rydoo and creating value early in the customer journey.

Key Responsibilities

Serve as the primary point of contact for new customers, guiding them through the onboarding process and ensuring a smooth transition onto Rydoo.
Assist customers in setting up and configuring their accounts, including roles, permissions, and integrations, to align with their business requirements.
Conduct product training sessions to educate the admin on platform features, functionalities, and best practices for optimal usage.
Develop and maintain onboarding documentation, tutorials, and knowledge base articles to facilitate self-service and empower customers to onboard independently.
Collaborate with sales, product and other teams in CSM to ensure an optimal customer journey for our clients. Set the tone for a long lasting relationship with our clients.

Practicalities:

You'll be reporting to the Head of Onboarding, who is based in Belgium
You'll be part of the CSM team
Location: Atlanta, GA

Requirements

Customer Focus: Demonstrated ability to solve complex business challenges while prioritizing the customer experience.
Technical Affinity: A strong understanding of cloud-based applications and the ability to translate technical concepts into practical solutions.
Communication: Fluent spoken and written command of English. Proficiency in Spanish and/or Portugese is a significant plus.
Results-Driven: A proactive, goal-oriented mindset with a “whatever-it-takes” attitude.
Team Player: Compassionate, selfless, and committed to contributing to a collaborative team environment.
Prior experience: 2+ years experience in onboarding, customer success or relationship management is highly desirable.

Benefits

Next to our amazing team, informal & international company culture, and our mission to become the #1 spend management tool worldwide, we offer some great perks:

Competitive compensation package
Health Insurance
401K Plan
Travel Insurance
Equipment:

Company phone will be provided
Phone subscription: The employee can choose a provider and expense it, Rydoo covers up to $150 / month
Company laptop will be provided

Learning & Development Budget: 1,000 USD per year
28 vacation days per year
A diverse, global team with 33+ nationalities
Fantastic onboarding program for all new Rydoo’ers

Check us out

LinkedIn: https://www.linkedin.com/company/rydoo

Glassdoor: http://bit.ly/2UujjWJ

Instagram: https://www.instagram.com/rydoo/

YouTube: https://www.youtube.com/channel/UCTZYj7vm_ZcsGFL18jWHt_A

Join Rydoo and leave your mark on the future of Spend Management – Ready to join?

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Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

An exciting opportunity exists within the CIB Client Onboarding team for a Specialist QA who will be involved in the 1st and 2nd tier checking, validation, control and reporting of all requirement in the Regulatory Know Your Customer (KYC) and Anti-Money Laundering and Sanctions process and procedures for all client relationships in accordance with regulatory requirements, policy guidelines, business rules and legal framework.

Job Description

Job Description

Key Accountabilities

Complete quality assurance to minimize business risk exposure
Assist with the update of business standards to detect fraud
Audit primary FICA in line with the FIC Act and AML policy
Send recommendation to risk and compliance team for procedure update
Ensure regular engagement with stakeholders and drive service delivery
Evaluate the effectiveness of controls in the area
Be a key player in ensuring correctness of system updates to align to business procedure
Identifying relevant sections to be monitored and the frequency of monitoring in order to ensure the consistent application of the compliance methodology and assessment of findings.
Embedding the compliance culture in business to robustly manage regulatory and reputational risks.
Formulating, updating and implementing control procedures and policies that will ensure adequate risk management to enable business

Education and Experience Required

Relevant Higher Diploma
5 years KYC experience

Education

Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

","hiringOrganization":{"@type":"Organization","name":"Absa Group","sameAs":"https://www.absa.africa/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Absa Towers West, South Africa","addressCountry":"South Africa","addressRegion":"Africa"}}}},{"@type":"ListItem","position":45,"item":{"@type":"JobPosting","title":"Head – Delivery & Client Onboarding","datePosted":"2025-08-19","description":"

Job Title: Head – Delivery & Client Onboarding

Location: Bangalore (On-site; full-time)

About Locus: At Locus, we are redefining logistics decision-making with deep-tech solutions that drive efficiency, consistency, and transparency across industries like retail and FMCG/CPG. Founded in 2015 by Nishith Rastogi and Geet Garg, Locus has evolved from a women’s safety geo-tracking app into a globally recognized logistics optimization platform.

Our technology has empowered enterprises such as Unilever and Nestlé to execute over a billion deliveries across 30+ countries. Guided by our commitment to innovation and sustainable growth, we transform complex supply chains into strategic growth enablers. Join us at Locus and be part of a team shaping the future of global logistics.

About the Role

Reports To: Global Head – Customer Success

Locus is looking for an experienced Delivery Leader to build and lead our global delivery organization, owning end-to-end client onboarding, implementation, and go-live for enterprise customers—particularly in the Western markets (North America & Europe). The role requires strong operational leadership, enterprise program management expertise, and the ability to scale a high-performing, customer-centric team that can deliver complex multi-country rollouts.

Key Responsibilities

1. Build & Lead the Delivery Function

Establish the global delivery organization from the ground up, including process design, governance models, and performance metrics.
Hire, mentor, and scale a high-performing delivery team with regional leaders, project managers, solution architects, and onboarding specialists.
Drive collaboration between Product, Engineering, and Customer Success to ensure smooth handover from sales to delivery to BAU operations.

2. Enterprise Implementation Excellence

Own end-to-end delivery for large-scale, multi-process enterprise clients from contract signature to successful go-live.
Develop and enforce project management frameworks (PMO standards, risk management, change control).
Ensure implementations meet contractual obligations, SLAs, and customer KPIs.

3. Stakeholder & Executive Management

Serve as the primary delivery escalation point for senior stakeholders at client and internal leadership levels.
Navigate complex global accounts with multi-country stakeholders, ensuring alignment and proactive communication.

4. Scale & Standardize Operations

Implement repeatable onboarding and delivery playbooks that can scale across industries and geographies.
Measure delivery efficiency through data-driven KPIs and continuously improve processes for speed, quality, and customer satisfaction.

5. Western Market Client Focus

Leverage cultural and operational understanding of Western enterprise clients to ensure high adoption and smooth change management.
Adapt delivery and onboarding approaches for clients in North America and Europe.
Required Skills & Experience
Experience: 12–18 years in enterprise SaaS delivery, implementation, or program management, with at least 5 years in a leadership role.
Proven track record of scaling delivery organizations in a high-growth environment.
Strong understanding of Western enterprise customer expectations, governance, and communication styles.
Experience delivering multi-country, multi-stakeholder rollouts for Fortune 500 or equivalent clients.
PMP/Prince2/Agile certifications preferred.
Ability to travel globally as required.
Success Metrics
On-time, on-budget delivery of client go-lives.
High customer satisfaction & NPS at go-live.
Reduction in time-to-value across projects.
Scaled delivery team with defined global/regional roles and playbooks.

What We Offer

Join Locus and become part of a visionary team that is redefining logistics through innovation and smart distribution. We provide competitive compensation, comprehensive benefits, and a collaborative environment where your expertise will drive both your growth and that of the organization.

Locus is an equal opportunity employer dedicated to creating a diverse and inclusive workplace.

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Legal Client Onboarding Assistant

Department: Risk & Compliance

Employment Type: Full Time

Location: London

Description

Why Bates Wells?We’re an award winning, purpose driven City law firm. We were the first UK law firm to become a B Corp and are the highest scoring global law firm in the B Corp community. Globally recognised as the market leading UK firm for charities and purpose-driven organisations, our commercial teams are also using law as a force for good and driving change from the inside out.

\nOur values are key to our success, and you’ll be able to make a real impact from day one.

\nCome and join the firm who have a standout and authentic commitment to a triple bottom line, where we’ll never prioritise profit over people and planet.

\nThe roleAn exciting opportunity to join us as a Client Onboarding Assistant in our Risk & Compliance team. In this role, you will be the primary contact for staff queries and support the team in professional standards, regulatory compliance, and risk management.

Key Responsibilities

Serve as the a point of contact for client onboarding and compliance queries.
Assist with client due diligence (CDD) for corporate and individual clients.
Support the Risk & Compliance team with regulatory and risk management matters.
Handle anti-money laundering (AML) and financial crime compliance tasks.
Manage multiple tasks efficiently while maintaining accurate records.
Assist with client and matter onboarding.

About You

At least six months of experience in a legal environment handling risk and compliance queries, including AML/CDD.
A strong interest in risk and compliance career development.
A collaborative team player with excellent organizational skills.
Understanding of AML, financial crime legislation, and client due diligence requirements.
Ability to resolve and escalate queries as needed.

\n
About the Risk & Compliance Team\nWe are a very supportive and passionate team. Our aim is to protect the firm and our colleagues’ professional integrity within the ever changing legal and regulatory landscape. We have embedded a culture of openness across our firm which means that our colleagues involve us in all manner of issues that arise throughout the course of their work.

What are we like to work for?

\nImpact-Driven Purpose: We align profit with social purpose to create lasting positive impact for our people, communities, and planet.\nCommitted to the Climate: Through our Climate & Nature Group, we reduce environmental impact and drive a just transition to net zero.\nChampioning Inclusion: We foster a diverse, inclusive culture where creativity and innovation thrive.\nFlexible and Hybrid Working: Our hybrid model supports balance, with part-time options and at least two office days weekly.\nProgressive Benefits: We offer sustainable pensions, IVF support, private healthcare, and more for your well-being and growth.","hiringOrganization":{"@type":"Organization","name":"Bates Wells","sameAs":"https://bateswells.co.uk/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":47,"item":{"@type":"JobPosting","title":"Client Onboarding Associate (AML)","datePosted":"2025-08-14","description":"Since 2015, we’ve empowered entrepreneurs with over £13 bn in funding, fuelling the creation of 56,000+ jobs and 34,000+ new homes across the UK and US. At OakNorth, we’re on a mission to help ambitious businesses thrive—and our Client Onboarding team is at the heart of that journey.
This is more than just another job at a bank. It’s a unique opportunity to join a fast-growing, high-impact organisation that’s known for challenging the status quo. We’re not looking for cogs in a machine—we want self-starters, bold thinkers, and ambitious builders who are ready to forge their own career path while supporting some of the most inspiring business leaders in the UK.
As a Client Onboarding Associate, you’ll play a vital role in delivering an exceptional experience to every new client—ensuring they’re onboarded efficiently, compliantly, and with a level of service that sets us apart. You’ll combine regulatory rigour with a genuine commitment to making every interaction count.
\n

Responsibilities:

We’re seeking a future team member to join our Client Onboarding function! As a Client Onboarding Associate, you’ll be responsible for onboarding clients whilst adhering to regulatory requirements and ensuring a smooth and exceptional client experience.
Conduct AML/CFT Customer Due Diligence (CDD) reviews and risk assessments for both new-to-bank and existing customers.
Oversee the AML/CDD elements of Business Banking account setup, ensuring compliance with all relevant regulations.
Communicate and Collaborate effectively with OakNorth customers and internal stakeholders to deliver Customer Delight.
Manage customer expectations through clear, proactive communication, ensuring both speed of delivery and Momentum are maintained.
Operate in accordance with the Bank's Risk Management Framework and relevant compliance policies, escalating issues promptly to the line manager as required.
Perform BAU (business-as-usual) and ad hoc administrative tasks to support team objectives.

What we’re looking for:

Experience working in the financial service sector (ideally in commercial lending or banking).
Working knowledge of unpacking complex corporate structures with connections to non-transparent jurisdictions.
Good understanding and experience of AML/KYC, CDD/EDD.
Quick learner and ability to work in a fast-paced environment whilst maintaining meticulous attention to detail.
Strong interpersonal and exemplary communication skills (written as well as verbal).
Enjoys working in a team environment.
Can prioritise and manage workflows and multi-task.
Resilience and the ability to work under pressure and to pressing deadlines/SLAs.
Desire to go the extra mile to delight our customers.

Advanced excel knowledge.
Working knowledge of AEOI & FSCS requirements.
Experience working with private equity / real estate investment vehicles.
Ability to understand financial statements.

Benefits & Perks:

Equity. We want people to have a stake in the business so that all our interests are aligned.
25 days holiday
Personalized benefits – opt-in to what matters to you
Subsidised Private Medical Insurance with Bupa
Enhanced maternity and paternity leave
Wellbeing and social events
In-house Barista Bar in London office
Support causes that matter to you – Volunteering time off
Salary sacrifice schemes (Cycle to work, nursery, gym, electric car scheme)

","hiringOrganization":{"@type":"Organization","name":"OakNorth","sameAs":"https://www.oaknorth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":48,"item":{"@type":"JobPosting","title":"Sr Client Onboarding Manager","datePosted":"2025-08-13","description":"

Job Family

Transactions / Client Processing

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. 

Job Description Summary

Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. Provide customized service and communications throughout the installation process to ensure deliverables are met. Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders. The senior role is responsible for onboarding mid and large plan sponsors with high employee counts, requiring in-depth retirement plan knowledge and installation process expertise. Serve as a mentor to more junior staff.

Job Description

Responsibilities

Transition

Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates. [Commentary: TM understands legal rules and provider practices to determine best timing to receive plan data]
Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed.

Compliance/Technical

Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
Create and ensure regulatory notices are accurate and distributed to participants on time.
Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.

Relationship Management

Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information. Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition.
Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture.
Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met.
Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.

Qualifications

Bachelor’s degree in a business field or equivalent experience
Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance
In-depth understanding of retirement plan regulations
Client focused to provide exceptional customer service
Outstanding written/oral communication and relationship building skills
Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
Problem solving skills and attention to detail
Ability to quickly learn and navigate numerous systems/applications

Preferred Qualifications

Demonstrate expertise in managing mid-market plans with a focus on assets typically valued at $50 million and above

Working Conditions

Office or hybrid office

Compensation

The Salary for this position generally ranges between $82,000 - $92,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion

#LI-HR1

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Competitive Pay
Bonus for Eligible Employees

Benefits Package

Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities

Health and Work/Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Inclusion & Diversity 

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back 

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.   

Transamerica’s Parent Company 

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.  

* As of December 31, 2023

","hiringOrganization":{"@type":"Organization","name":"Transamerica","sameAs":"https://www.transamerica.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Cedar Rapids, Iowa, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":49,"item":{"@type":"JobPosting","title":"Assistant Client Onboarding Manager","datePosted":"2025-08-13","description":"

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

For our business, for clients, and for you

Assistant Client Onboarding Manager, APAC

Location : Nadi, Fiji

Description

This is an opportunity for someone looking to develop their skills further in the funds industry. The role is very much client facing, and will involve high level of client interaction, e.g. calls or meetings, with all functional areas within the Company including Service Delivery teams, Technology, Product Management, Sales, Senior Management.

Job Specification

Responsible for the client onboarding and integration of new business clients in the APAC region, with key focus on fund services, custody, superannuation, corporate services and compliance solutions services in Australia and/or New Zealand.
Responsible for coordinating with local offices to project lead all new business opportunity launches and transitions in APAC, this will include coordination of client adoptions, KYC process, account openings, review and negotiation of funds offering documentation and legal agreements and internal system set ups.
Coordinate different internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.
Provide regular client onboarding status update to new clients and internally. Host regular onboarding project calls with stakeholders and project plans should be maintained to track progress.
Work closely with the Regional Head of Onboarding to update to senior management and client services team on integration projects; assist in the production of the regional WIP tracker for all local offices and other KPIs / management reports as required.
Work with the Regional Head of Onboarding to develop the best practices and operating models for integration to enhance the client onboarding experience; ensure all local and Group onboarding KYC policies/procedures are strictly adhered to.
Assist with the integration of newly acquired businesses into the Apex Group to ensure a consistent approach is applied across acquired entities from an onboarding perspective, and support any ad hoc tasks as required and assist in enhancement of onboarding procedures for new product lines, etc.

Skills Required:

Experience dealing Australia and New Zealand market is advantageous.
The candidate should be fluent in verbal and written English.
The candidate should demonstrate strong attention to detail, excellent communication skills, and a client-centric approach.
The candidate must be self-motivated and capable of multi-tasking.
The candidate should work effectively in a team and independently lead projects.
Project management skills are preferred.

What you will get in return:

A genuinely unique opportunity to be part of an expanding large global business;
Competitive remuneration commensurate with skills and experience;
Training and development opportunities

Additional information:

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

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ASSET MANAGEMENT

Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are:

Investors, spanning traditional and alternative markets offering products and services
Advisors, understanding our clients’ priorities and poised to help provide investment advice and strategies that make sense for their portfolios
Thought Leaders, providing timely insights across macro and secular themes to help inform our clients’ investment decisions
Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals

OPERATIONS

Operations is a dynamic, multi-faceted function that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

OUR IMPACT

A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long- term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

JOB SUMMARY AND RESPONSIBILITIES

The position of Client Onboarding Associate in Shareholder Services is ideal for someone who is interested in learning all the requirements for new clients to invest in various Goldman Sachs Asset Management products (e.g. mutual funds, alternative investments, separately managed accounts) and streamlining the process with a client service mindset. To successfully onboard client relationships, this role involves communication and coordination across many internal teams, such as Tax, Legal, Compliance, Sales and Service. This position requires adhering to laws and regulations, a thorough understanding of a client service/onboarding environment, and an in-depth knowledge of the industry, our client base, and our systems.

\n\n

Facilitate a smooth client onboarding experience by efficiently processing AML/KYC cases and collaborating with Client Onboarding and Financial Crime Compliance teams to conduct due diligence reviews on a wide range of client legal entity types
Responsible for managing the day-to day relationship with the vendors including performing appropriate due diligence, ensuring a contract is in place and applying the correct level of oversight
Demonstrate strong analytical and problem solving skills with meticulous attention to detail, and the ability to communicate complex items to a wide array of internal counterparties
Utilize internal and external sources and partner with other stakeholders (as necessary) to research and investigate cases
Participate in certain strategic initiatives/projects relating to the Onboarding strategy for the division and firm; developing and proposing recommendations to address identified issues/risks as well as areas and processes requiring optimization and improvement
Develop expertise in the Firm's Anti Money Laundering/Customer Identification Program due diligence policies and partner with the sales organization, client onboarding counterparts, Financial Crime Compliance, and other control-side teams to ensure a seamless client onboarding from start to finish
Capture, analyze, and document evidence by processing and approving AML/KYC cases, in order to demonstrate that due diligence is performed on new clients/investors to comply with jurisdictional AML/KYC regulations
Support ongoing optimization to the effectiveness of KYC monitoring systems, scenarios, rules and tools
In the context of selected project work: Define and track project milestones while developing, maintaining, and reporting on an overall integrated delivery plan; working with cross-divisional partners, including Compliance, Technology, Operations and business personnel through all aspects of strategic and tactical builds of critical program elements
Provide feedback on KYC control effectiveness and partner with management to design enhancements and/or new approaches

BASIC QUALIFICATIONS

Minimum of 4 years of professional experience within Client Onboarding & AML operations
Be highly collaborative and strong consensus builder
Demonstrate effective communication and interpersonal skills both written and oral
Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
Experience in vendor relationship management
Bachelor’s degree required

PREFERRED QUALIFICATIONS

Ability to prioritize and make decisions in a fast-paced environment
Ability to contribute as an individual contributor in a cross team working group
Accuracy, attention to detail and strong organizational skills
Strong analytical and project management skills
Good understanding of the financial industry
Compliance and/or regulatory experience a plus, not required

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal employment/affirmative action employer

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