Icb Coverage - Inbound Associate Banker

Barclays

New York, NY, US
Base: $75,000 - $125,000; bonus/equity: not specif...
Risk management and fraud awareness
Complaints handling and data integrity
Standard operating procedure adherence
The role serves as the primary point of contact for day-to-day client inquiries while supporting onboarding, KYC refreshes, and operational requests

Job Summary

  • The role serves as the primary point of contact for day-to-day client inquiries while supporting onboarding, KYC refreshes, and operational requests.
  • Candidates must demonstrate ample understanding of risk management, fraud prevention, and data integrity standards to ensure audit-ready documentation.
  • This position requires FINRA registrations including SIE, Series 63, and 79, or a willingness to obtain them within the New York office.

Matching Summary

The role serves as the primary point of contact for day-to-day client inquiries while supporting onboarding, KYC refreshes, and operational requests.

Salary

Base: $75,000 - $125,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Risk management and fraud awareness
  • Complaints handling and data integrity
  • Standard operating procedure adherence
  • High attention to detail for documentation
  • FINRA registrations SIE Series 63 and 79

Nice-to-have

  • Excellent client-facing relationship skills
  • Strong organization and time management
  • Ability to prioritize in fast-paced environment
  • Professional service-oriented mindset

Key Requirements

  • FINRA SIE, Series 63, and 79 licenses
  • Experience with KYC reviews and onboarding
  • Knowledge of regulatory landscape and compliance

Work Rights

Not specified

Tailored Resume

Cover Letter