Client On-Boarding Specialist recruitment
ResponsibilitiesWorking with IB Sales representatives and clients to determine each new client’s needs and objectives.Configuration of client’s accounts and trading platforms to ensure their requirements are met.Training of new traders on IB trading platforms and tools.Responding to questions and concerns to ensure clients feel comfortable during the transition period. Coordination with other internal departments during the initial account opening and configuration stages.QualificationsEducation in Finance, Economics or Business AdministratioMin 2 years of experience within the financial Read more […]
KYC / Client On-Boarding Specialist recruitment
KYC ExperienceSenior Analyst / AVP levelExcellent Career Opportunity!An expanding international bank is looking for a KYC / Client On-Boarding Specialist to join their Operations team.Joining a small team you will be performing a full function KYC role whilst acting as a support person for the Sales team.Covering Institutional / Investemnt Banking Clients you will be responsible for -Periodic reviewsLiaising with Relationship ManagersProvide cover for KYC and Account OpeningBeing escelation point for the teamIn addition you are encouraged to have ideas around process and client service improvement.This Read more […]