Onboarding Analyst, New Accounts recruitment
Day to Day Responsibilities Include: Coordinate the customer and internal account on-boarding processes ensuring efficient workflow and rigorous follow-up with various departments including AML, credit risk, legal, e-solutions, treasury, client services and static data within the Americas as well as EMEA and Asia as required In conjunction with the business line confirm account prioritizations, coordinate with the various support functions and provide continuous feedback on status of accounts Analyze and determine account documentation required based upon counterparty type and Read more […]
SFG, Client Onboarding, New Accounts recruitment
Day to Day Responsibilities Include: Contribute to high-quality client on-boarding processes from a documentation standpoint, across all asset classes: Analyze and determine account documentation required based upon counterparty type and products traded. As required, liaise with the sales persons and/or the clients to ensure proper dissemination of information and adequate understanding of the requirements In conjunction with the business lines (i) confirm account prioritizations, (ii) coordinate with the various support functions –through formal committees but more importantly on a permanent Read more […]