QUALIFICATIONS AND SKILLS:

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Prior experience in client onboarding, wealth management, or a financial services role preferred.
• Strong understanding of KYC, AML (Anti-Money Laundering), and regulatory requirements.
• Excellent organizational skills and attention to detail.
• Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.
• Strong interpersonal and communication skills, with a client-centric approach.
• Proficiency in Microsoft Office Suite and experience with client management systems.
• Problem-solving skills with the ability to address challenges proactively.
  Job Types: Full-time, Contract
  Pay: Up to $4,300.00 per month
  Work Location: In perso

• Oversee the onboarding process for new wealth management clients, ensuring all documentation is completed accurately and in a timely manner.
• Conduct thorough due diligence and KYC (Know Your Customer) checks to comply with regulatory and internal policies.
• Collaborate with internal stakeholders, including Relationship Managers, Compliance, and Operations teams, to facilitate smooth client onboarding.
• Monitor and track onboarding progress, promptly addressing any issues or delays.
• Ensure data integrity by accurately inputting and maintaining client information in relevant systems.
• Assist in the continuous improvement of onboarding processes by identifying inefficiencies and proposing solutions.
• Stay up to date with industry regulations and company policies to ensure compliance.
• Provide high-quality support to clients by addressing queries related to the onboarding process.