Client KYC Analyst
Core
Managing documentation, process charts, and content libraries for client onboarding and KYC procedures within fund administration.
Role type
Client Onboarding Specialist (KYC)
Builds
Client onboarding documentation, RFP response content libraries, and process workflows
Domain
Financial services / Fund administration
Deliverable
product features
Required skills
Client onboarding process management, RFP response creation and customization, content library management, stakeholder collaboration, project management, attention to detail
Preferred skills
Financial/fund services sector knowledge, process chart creation, email template development
Technologies
None stated
Responsibilities
Create and maintain documentation for client onboarding processes, Assist in creating process charts and email templates, Create and maintain content library for RFP responses, Review and customize RFP responses, Collaborate with SMEs to articulate product and service facets, Provide regular updates to senior management
Seniority
Mid-level (3-5 years experience)