Onboarding Manager - Whippany

Only for registered members Whippany, United States

1 month ago

Default job background
$64,000 - $87,000 (USD)

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.

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