Onboarding Advisor

PwC PricewaterhouseCoopers GmbH

Saint Peter Port, Guernsey
Onsite
Understanding of kyc
Aml/cft policies
Client acceptance procedures
The Onboarding Advisor enhances the effectiveness and efficiency of the client Onboarding experience by serving as the primary liaison between different Line of Service engagement teams, their clients, and the KYC Operations team

Job Summary

  • The Onboarding Advisor enhances the effectiveness and efficiency of the client Onboarding experience by serving as the primary liaison between different Line of Service engagement teams, their clients, and the KYC Operations team.
  • This role facilitates clear, timely communication, manages stakeholder expectations, streamlines the collection of KYC information, and ensures engagement teams meet all client and engagement procedural requirements.
  • PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients.

Matching Summary

The Onboarding Advisor enhances the effectiveness and efficiency of the client Onboarding experience by serving as the primary liaison between different Line of Service engagement teams, their clients, and the KYC Operations team.

Skills & Requirements

Must-have

  • Understanding of KYC
  • AML/CFT policies
  • Client Acceptance procedures
  • AML related queries
  • stakeholder expectation management

Nice-to-have

  • Ability to think digitally
  • influence change in processes
  • proactive in finding solutions
  • local industry knowledge
  • strong communicator

Key Requirements

  • AML certificate / other relevant qualifications
  • Experience in managing client relationships
  • Ability to work to KPIs

Work Rights

Not specified

Tailored Resume

Cover Letter