Conduct assigned operational and data analysis activities related to client onboarding, transitions, and conversions under significant direction
Prepare for and onboard clients, open and close accounts, and analyze, reconcile, and review incoming or outgoing data for accurate translation to platform
Determine the best set-up for client accounts, establish or update client accounts, and prepare for new account openings following due diligence on KYC and AML
Conduct pre-transition/conversion testing and quality review of client data, escalate findings, and assist with managing transitions/conversions by developing plans, timelines, and coordinating with departments to ensure timely completion
Requirements
Bachelor’s degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred
0-3 years of total work experience preferred
Experience in client-facing roles or project management preferred
Demonstratable Microsoft Excel experience required
Must be able to learn new systems and adapt to change
Understanding of the Triparty Repo Market highly preferred
Applicable local/regional licenses or certifications as required by the business
Benefits
Highly competitive compensation
Benefits and wellbeing programs rooted in a strong culture of excellence
Access to flexible global resources and tools for your life’s journey
Focus on your health
Foster your personal resilience
Reach your financial goals as a valued member of our team
Generous paid leaves, including paid volunteer time
Job title
Associate, Client Onboarding – Transitions, Conversions, KYC I
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