Onboarding Manager - Whippany
1 month ago

Job summary
Shape the Client Experience from Day One – Apply your knowledge to streamline onboarding and safeguard regulatory standards.
Responsibilities
- Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution.
- Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy.
- Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes.
Job description
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