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Transaction Specialist. Corporate Trust KYC Client onboarding

Transaction Specialist. Corporate Trust KYC Client onboarding

Kiya.ai

4 - 9 years

3 - 6 Lacs

pune

Posted:-1 days ago| Platform:

Apply

Skills Required

corporate trust onboarding kyc onboarding bonds client services derivative excel document reading skills transaction management corporate trust

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Transaction Specialist Corporate Trust

Location:

Role Overview

The Transaction Specialist will be part of the Corporate Trust team and will support client onboarding, documentation review, fee letter execution, and BAU activities with high accuracy and timely delivery. This role requires strong interaction with internal stakeholders, external clients, and adherence to regulatory and internal process standards.

Key Responsibilities

Execute
routine client onboarding
activities and ensure seamless setup in internal systems.
Prepare
fee letters
for Corporate Trust transactions and coordinate with clients for timely execution.
Review and interpret
Corporate Trust documentation
(Derivatives, Bonds, related docs).
Maintain high accuracy and completeness on all assigned BAU tasks, with timely status reporting.
Identify and escalate potential issues to senior team members or management.
Ensure strict adherence to
SOPs, QRGs, policies, and regulatory requirements
.
Support additional business tasks and ad-hoc requirements as assigned.

Must-Have Skills

Corporate Trust experience
(Derivatives, Bonds, Transaction documentation).
4–7 years of experience in
Client Services, KYC Onboarding, Transaction Management, or Billing
.
Strong
client-facing
and stakeholder interaction capabilities.
Problem-solving and logical thinking ability.
Strong document-reading skills.
Proficiency in
Excel
(VLOOKUP, HLOOKUP, basic formulas).
Willingness to work
night shifts
and occasional weekends.
Excellent verbal and written communication skills.

Good-to-Have Skills

Prior
KYC onboarding/offboarding
exposure.
Billing or fee-related experience.
Basic
Power BI
or MS Office proficiency.

Interested candidates can drop updated resume on meghana.narasimhan@kiya.ai

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Vancouver

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Transaction Specialist. Corporate Trust KYC Client onboarding

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Job Title: Transaction Specialist Corporate Trust

Location:

Role Overview

Key Responsibilities

routine client onboarding

fee letters

Corporate Trust documentation

SOPs, QRGs, policies, and regulatory requirements

Must-Have Skills

Corporate Trust experience

Client Services, KYC Onboarding, Transaction Management, or Billing

client-facing

Excel

night shifts

Good-to-Have Skills

KYC onboarding/offboarding

Power BI

More Jobs at Kiya.ai