Manager leading a team of Client Onboarding Specialists for Marsh Risk. Overseeing operations and driving efficiencies while fostering relationships with stakeholders in London or Norwich.
About the role
- Client Onboarding Specialist facilitating onboarding processes for Corporate and Financial Institution clients within MUFG. Collaborating across departments to ensure compliance and a seamless client experience.
Responsibilities
- Facilitate the end-to-end onboarding of Corporate and Financial Institution clients
- Communicate onboarding requirements clearly to clients alongside KYC teams
- Promote collaboration by fostering strong connections between clients, Relationship Managers, and KYC teams
- Ensure compliance with all legal and regulatory requirements during the onboarding process
- Assist clients with document preparation including agreements, account setup, and other essential documentation
- Maintain fast turnaround times in completing onboarding requirements with minimal rework
- Draft onboarding document requirements with high-level plans, timelines, documentation lists, and next steps
- Gather and share all necessary documentation (KYC requirements, Board Resolutions, Account Opening forms, product-related documents)
- Collect signed documentation from clients and coordinate internal registration and setup with various middle- and back-office teams.
Requirements
- At least three years’ proven experience in client onboarding within the banking sector
- Comprehensive knowledge of KYC requirements related to Corporate and FI client onboarding processes
- Exceptional written and verbal communication skills
- Ability to work collaboratively across departments
- Meticulous attention to detail combined with strong organisational skills
- Excellent interpersonal skills coupled with presentation abilities
- Enthusiasm for continuous improvement as well as initiative-taking qualities.
- An undergraduate degree in Business, Commerce or Law from a leading university demonstrating academic excellence relevant to financial services.
Benefits
- Professional development opportunities
- Supportive work environment
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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