Senior Associate, Client Onboarding (Bangalore)

Job Description

Associate/Senior Associate, Client Onboarding Location: Bangalore Department: Fund Services Vacancy Type: Permanent Work Timings: APAC/EMEA/Americas Work Mode: Hybrid The position: As a Client Onboarding Associate, you will be responsible for ensuring a smooth onboarding experience for new clients. You will work closely with various teams to facilitate the setup of client accounts and ensure compliance with regulatory requirements Roles & Responsibilities: Manage the end-to-end onboarding process for new clients, including documentation collection and verification Conduct KYC (Know Your Customer) and AML (Anti-Money Laundering) checks to ensure compliance with regulatory requirements Collaborate with relationship managers, compliance, and operations teams to address client needs and resolve issues Maintain detailed and accurate records in the client management system Provide exceptional support to clients during the onboarding phase, ensuring timely communication and updates Identify opportunities for process improvements and contribute to the development of best practices Assist in preparation of onboarding materials, training and mentoring new team members on onboarding procedures Should interpret the regulations and ensure the system has been upgraded accordingly Responsible for the development of system automation Monitor and stay knowledgeable of industry, regulatory, and accounting developments and issuance of new reporting requirement standards Ensure quality assurance is integral across all deliverables to ensure reporting is in compliance with the regulations Youre Profile: Any graduate or masters in Finance & Accounting or Chartered Accountant 3-8yrs experience in Financial Services / Capital Markets Industry with min 3+yrs work experience in Client Onboarding Experience in working across country lines and operating in a global, multinational organization, ideally in a matrix structure Demonstrable accomplishments relating to organizational change activities in a fast-paced environment Willing to work in fast paced dynamic industry Positive attitude, team player, pro-active and ready to accept challenges High level of numeracy and literacy, attention to detail and well-developed analytical skills Excellent communication and presentation skills and ability to communicate across multiple region Interested? Apply Now!!