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The Client Onboarding Group Manager at Workforcity is responsible for leading a team that ensures seamless client onboarding and account opening processes. The role requires extensive experience in operations and compliance, particularly in KYC, FATCA, and FPI regulations, along with strong leadership and communication skills.
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Job Summary
Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients by leading a team of CAOs.
Motivate and lead a team of CAOs to be their best every day so that the overall SLA with the clients are met thereby enhancing the overall client satisfaction levels.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Matching Summary
Match Score: 75
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The Client Onboarding Group Manager at Workforcity is responsible for leading a team that ensures seamless client onboarding and account opening processes. The role requires extensive experience in operations and compliance, particularly in KYC, FATCA, and FPI regulations, along with strong leadership and communication skills.
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Skills & Requirements
Must-have
KYC, FATCA, FPI regulations
Escrow account openings
DDP process
Client risk profiles
Operational/service leadership
Nice-to-have
Positive innovation and change
Exceed client expectations
Solutions-oriented leadership
Key Requirements
10-12 years of experience
Bachelor's/University degree or equivalent experience