Corporate Onboarding Specialist
4 days ago
We are seeking a highly organized and detail-oriented Corporate Onboarding Specialist to join our team. The ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and possess a strong understanding of fiduciary management services.
The successful candidate will be responsible for coordinating and project managing the onboarding of prospective clients, including:
- Contracting: coordinating the terms and signing the Fiduciary Management Agreement (FMA) and Power of Attorney (POA)
- Operational Readiness: obtaining and preparing Anti Money Laundering (AML) and Know Your Client (KYC) documentation
- Custody account setup
In addition, the candidate will work closely with internal stakeholders to ensure seamless onboarding processes and provide exceptional client service.
Required Skills and QualificationsTo be successful in this role, you will need:
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment
- Strong understanding of fiduciary management services
- Attention to detail and ability to prioritize tasks
We offer a competitive salary and benefits package, including:
- Opportunities for career growth and development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
Please submit your application, including your resume and cover letter, to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
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