Perform both client facing and onboarding functions for Custody and Third party accounts
Job Summary
Perform both client facing and onboarding functions for Custody and Third party accounts.
The team you will be joining is a part of Global Markets, one of the biggest brokers in the world, that provides services to the institutions and financial advisors.
Responsible for ensuring and reviewing all the Onboarding requests.
Matching Summary
Perform both client facing and onboarding functions for Custody and Third party accounts.
Skills & Requirements
Must-have
Client facing functions
Onboarding functions
Research and resolve client inquiries
Execute operational tasks
KYC for Funds & Clients
Review internal and external client queries
Nice-to-have
Outstanding interpersonal skills
Excellent attention to detail
Proactive and able to work independently
Flexibility in re-prioritizing tasks
Efficient time management skills
Computer literate & MS Office expert
Key Requirements
4-6 years of experience in investment banking
Bachelor’s degree
Overall experience of 4+ years in Onboarding
Strong written and verbal communication skills (in English)