Job Summary

• Support Wholesale Onboarding with day-to-day processing, reviewing, reporting, and issue resolution, including KYC processing and Quality Checking.
• Collaborate with clients and internal teams to gather Customer Due Diligence information, align processes, identify improvements, and develop procedures to mitigate risks and maintain operational efficiency.
• Drive and execute a high-touch onboarding strategy for Financial Sponsors clients, ensuring rapid and compliant account opening while playing a pivotal part in delivering a differentiated client experience and upholding regulatory standards.

Matching Summary

Salary

Base: $64,000.00 - $87,000.00; Bonus/Equity: Eligible for incentive award; Benefits: Medical, dental, vision, 401(k), life insurance, paid leave

Skills & Requirements

Key Requirements

• Experience in client service, onboarding, or client lifecycle oversight
• Knowledge of sponsor structures, intermediary control, and regulatory frameworks
• Experience directing high-volume onboarding
• Familiarity with Salesforce, JB2, Boost, and Barclays onboarding platforms
• Risk and controls
• Change and transformation
• Business acumen
• Strategic thinking
• Digital and technology
• Job-specific technical skills

Work Rights