Client Onboarding Specialist

Currently seeking a dynamic and detail-oriented Client Service Operations Specialist to join a leading banking clients team. In this role, you will work closely with Financial Advisors and their clients in a fast-paced, high-volume environment. Your knowledge of financial markets, industry trends, and the financial advice process will be crucial to your success.

Key Responsibilities:

• Manage and facilitate all administrative client queries.
• Onboard new clients, including preparation of account documentation and creation of client records.
• Assist with client account maintenance, ensuring compliance with AML2, FATCA, CRS and KYC regulations.
• Ensure daily processes and SLAs are met with applicable timelines.
• Assist in domestic and international client onboarding and ongoing maintenance of client accounts and data integrity.
• Deceased estates processing.

Key Competencies & Skills:

• Fundamental knowledge of the financial advice process, markets, and industry
• Excellent literacy and numeracy skills.
• Proficiency in Microsoft Office Suite.
• Resilient, with the ability to prioritize tasks effectively.
• Goal-oriented with a demonstrated drive and initiative.

Qualifications & Experience:

• A degree in Finance or Commerce.
• Previous experience in a similar Client Service role is preferred.
• Strong understanding of regulatory rules and how to apply to the business.
• Prior banking/finance experience is a must.