Client Experience Associate SAFE Act, AVP - Dallas, TX
Core
Seasoned professional applying 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 (Compliance & Onboarding)
Builds
Optimized onboarding, KYC, and account opening processes for private banking clients
Domain
Banking, Credit, Investments, Wealth Management
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
Apply specialized knowledge to 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 safeguard the firm's reputation and assets.
Seniority
Senior, hands-on IC