Client Onboarding, US Wealth Advisory, Analyst/Associate

As a Client Onboarding Analyst/Associate in the US Wealth Advisory team located in Mumbai, Maharashtra, you will be an integral part of the Client Operations team. Your main responsibility will be to facilitate the onboarding process for new clients, ensuring a seamless and efficient experience. Key responsibilities include gathering client information, conducting due diligence checks, and coordinating with internal departments to set up client accounts. You will also be responsible for ensuring compliance with regulatory requirements and internal policies throughout the onboarding process. Additionally, you will play a key role in building and maintaining strong relationships with clients, providing exceptional service and addressing any inquiries or concerns they may have. Strong communication skills and attention to detail are essential for success in this role. If you are a proactive and detail-oriented individual with a passion for client service and a strong understanding of regulatory requirements, we encourage you to apply for this exciting opportunity. Join our team and be a part of our mission to deliver exceptional wealth advisory services to our clients.,