Client Lifecycle Management Associate
Core
Coordinate end-to-end onboarding for institutional clients (Banks, Wealth, Insurance, Public Sector, Financial Sponsors) to ensure seamless integration into Global Institutional Business.
Role type
Client Lifecycle Management Associate (Onboarding Coordinator)
Builds
Institutional client onboarding workflows and account structures
Domain
Corporate & Investment Banking / Financial Services
Deliverable
client delivery
Required skills
Client onboarding coordination, KYC/KYC process management, stakeholder management, regulatory compliance knowledge (KYC/AML/sanctions), multi-case management, Microsoft Office proficiency
Preferred skills
Client Lifecycle Management (CLM) process knowledge, institutional client types familiarity, investment banking environment experience, Spanish language
Technologies
Microsoft Office, onboarding/workflow management systems
Responsibilities
Coordinate end-to-end onboarding for new and existing institutional clients; Liaise with clients to collect and validate documentation; Coordinate economic and ownership structures; Monitor onboarding pipelines and escalate bottlenecks; Support Global Bankers with onboarding lifecycle visibility; Coordinate with Compliance, Legal, and Operations teams.
Seniority
Individual Contributor, mid-level