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Client Onboarding_Associate



Mumbai, Maharashtra, India
Posted on Thursday, July 11, 2024

Job Description

As a Client Onboarding Associate, you will be part of the team responsible for setting the tone of our client relationships by ensuing their accounts, products and services are available quickly and seamlessly. You will learn the account and product setup process from end-to-end, including collecting and vetting client information and eligibility for products and opening accounts for use. You will work closely with our front office banking and operations teams to capture client preferences and configure products.

Job Responsibilities:

* Identify and prefill account opening documentation for distribution to client for review and execution.
* Review and interpret client-executed documentation while serving as the point of contact for account opening status and reporting issues.
*Manage a team of on boarders and be part of their performance cycles, provide regular feedback and take feedback, guide them on their career paths.
* Provide subject matter expertise to business partners on required legal documentation and onboarding guidelines.
* Identify opportunities to improve processes and tools through engagement with transformation teams.
*Liaison with onshore partners and investor groups for timely resolution of exceptions/queries.
*Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
*Contribute towards other processes during the cyclical phase of low volumes.
*Ensure adherence to all service level commitments, process controls, and escalation policies
*Question the status quo and suggest/bring changes.

Required Qualifications, Capabilities, and Skills:

* 9+ years of relevant experience, preferably within a financial services, operations or compliance field.
* Highly organized with ability to prioritize workload to manage concurrent tasks and meet competing deadlines.
* Ability to influence stakeholders using effective communication and interpersonal skills.
* Eager to learn new or unfamiliar subject matter and apply to real-life scenarios.
* Ability to navigate unstructured situations and resolve exceptions to ensure an optimal client experience.
* Bachelor’s degree