Onboarding Specialist
5 days ago
Greenpoint
Degree educated
Communication skills are paramount and experience in dealing with clients would be required
Strong relationship management (internal & external)
Good organisational skills
Exceptional attention to detail
Ability to work under pressure
Onboarding specialist assisting new and existing clients
Providing potential new clients with information on the companys products Overseeing the onboarding process from beginning to end
Ensuring that clients receive the correct onboarding documents
Assisting clients with onboarding forms and documentation
Providing clients with details for their investments once processed Building client relationships while assisting them with queries and statements **FICA Due Diligence**:
Reviewing and processing FICA documents
Ensuring that all onboarding procedures are correctly implemented and kept up to date
Providing FICA samples for monthly compliance meetings
Reporting any abnormalities or high-risk transactions to the head of compliance
Conducting due diligence and facilitating the onboarding process with new brokers and services providers
BComm or relevant degree.
Previous experience conducting FIC risk rating and due diligence procedures within the financial services industry
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