Client Experience Associate SAFE ACT, Assistant Vice President
Core
Applies disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform, ensuring a seamless client experience in partnership with sales teams.
Role type
Senior IC client experience associate (wealth management support)
Builds
Onboarding processes, KYC workflows, and account opening procedures for private banking clients
Domain
Banking, Wealth Management, Financial Services
Required skills
Analytical skills, Interpersonal skills, Relationship management, Attention to detail, Multitasking, Verbal and written communication
Preferred skills
Wealth management experience, Financial services experience
Technologies
N/A
Responsibilities
Complete monitoring, assessment, analysis, and evaluation of onboarding processes and data; Partner with sales teams and internal partners (KYC, Account Opening) to fulfill client requests; Ensure documentation is current, accurate, and complete; Support clients navigating KYC/onboarding and account opening processes; Assess and escalate risk in business decisions to ensure compliance with laws, rules, and regulations.
Seniority
Mid-Senior, hands-on IC