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.
Responsible for ensuring and reviewing all the Onboarding requests.
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.
Matching Summary
Perform both client facing and onboarding functions for Custody and Third party accounts.
Skills & Requirements
Must-have
Client facing and onboarding functions
Research and resolve client inquiries
Execute operational tasks as per deadlines
Review all the Onboarding requests
Perform KYC for Funds & Clients
Nice-to-have
Outstanding interpersonal skills
Excellent attention to detail
Ability to analyze & solve a problem
Proactive and able to work independently
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)