Client Onboarding Specialist

Start your career in the banking industry with one of the largest private bank in the world 

As a Client Onboarding Specialist, you will join the team of our client, one of the largest Private Bank in the world. This role requires a strong understanding of account structures and ability. When application pack is received, Account Maintenance Team will validate documents and revert to client with full resolution orientated guidance where gaps are identified for best client experience.

Your main responsibilities:

• Facilitate direct client, friendly guidance on CPB policy / regulatory driven requirements during or after client meetings to get it right first time.
• Preparation of and sharing of full documentation customized to structure and account permutation involved for a seamless client experience.
• Building KYC client profiles based upon information obtained from the clients and from official public sources.
• Ensuring strong KYC data is collected from client.
• Proceed to perform all necessary background checks such as Factiva.
• Where a client profile requires escalated approvals, specialist will proactively prepare suitable write ups to help senior approvers understand reason for escalation and due diligence carried out to mitigate any applicable risk.
• Work to reduce the end-to-end account delivery cycle time.
• Proactively manage banker and client expectations on delivery of accounts.
• Participate in process improvement & regulatory reviews.

You're a great fit if you have:

• Experience in technical writing, documentation, or a related field.
• Experience with documentation tools (e.g., Microsoft Word, MadCap Flare, Confluence) is a plus.
• A keen eye for detail and a commitment to high-quality written work.

We offer you:

ITDS Business Consultants is involved in many various, innovative and professional IT projects for international companies in the financial industry in Europe. We offer an environment for professional, ambitious, and driven people. The offer includes:

• Stable and long-term cooperation with very good conditions 
• Enhance your skills and develop your expertise in the financial industry
• Work on the most strategic projects available in the market
• Define your career roadmap and develop yourself in the best and fastest possible way by delivering strategic projects for different clients of ITDS over several years
• Participate in Social Events, training, and work in an international environment
• Access to attractive Medical Package
• Access to Multisport Program
• Access to Pluralsight
• Flexible hours & remote work

Internal job number #6534