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- Tasks: Join our team to manage client onboarding and KYC activities in a dynamic environment.
- Company: Be part of M&T Bank, a leader in Wealth and Institutional Services.
- Benefits: Enjoy flexible working hours and opportunities for professional growth.
- Why this job: Make an impact by supporting clients and enhancing processes in a collaborative culture.
- Qualifications: 5 years of education or experience; teamwork and communication skills are essential.
- Other info: This role is based in London, offering a chance to work in the financial services sector.
The predicted salary is between 36000 - 60000 £ per year.
Determines the appropriate action and executes those actions based on knowledge and experience in support of the client onboarding (Account Opening/KYC (Know Your Customer)/Funding) activities performed in support of Wealth and Institutional Services Division's (WISD) Global Capital Markets business. Responsibilities are targeted for one or two key disciplines within the Centralized Account Opening Section (CAOS) for a specific subset of products.
Primary Responsibilities:
- Open and code accounts on the Bank’s accounting platform.
- Analyze and interpret inputs to determine course of action; manage conflicting priorities throughout the day as required.
- Communicate with internal and external business partners and related service partners as required.
- Escalate non-standard or high risk exceptions to more experienced personnel as appropriate.
- Prioritize and manage own workload to meet service level agreements and internal service delivery standards.
- Identify and report all risk and compliance issues, breaches and suspicious activities to management.
- Support and recommend implementation of process improvements in the area.
- Interpret data received from internal and external parties to process moderately complex tasks with an appropriate understanding of priority.
- Provide direction to and work directly with clients and client-facing staff to satisfy requirements such as CIP (Customer Information Profile), CDD (Customer Due Diligence), etc.
- Review documents, open and code accounts on the Trust Accounting platform, and complete key activities in the KYC workflow for new clients.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
- Identify risk-related issues needing escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
Scope of Responsibilities: This position is within the Client Onboarding and Support Team (COAST).
Education and Experience Required:
- Combined minimum of 5 years’ higher education and/or work experience.
- Comfortable operating in a team environment.
- Experience using word processing and spreadsheet software.
- Willing to work a flexible schedule as needed.
- Effective verbal and written communication skills.
Education and Experience Preferred:
- Bachelor’s degree.
- Minimum of 2 years’ experience in financial services industry.
- Understanding of financial products.
- Knowledge of pertinent Bank systems.
- Ability to work under time constraints.
Location: London, United Kingdom
Shared Services Institutional Client Onboarding Associate - UK employer: M&T Bank
Contact Detail:
M&T Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Shared Services Institutional Client Onboarding Associate - UK
✨Tip Number 1
Familiarise yourself with the specific financial products and services offered by the Wealth and Institutional Services Division. Understanding these will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in client onboarding or KYC roles. Engaging with them can provide valuable insights into the position and may even lead to referrals.
✨Tip Number 3
Brush up on your communication skills, both verbal and written. Since the role involves liaising with internal and external partners, being able to convey information clearly and effectively is crucial.
✨Tip Number 4
Stay updated on compliance regulations and risk management practices relevant to client onboarding. This knowledge will not only prepare you for the role but also demonstrate your commitment to adhering to the company's standards.
We think you need these skills to ace Shared Services Institutional Client Onboarding Associate - UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding, KYC, and financial services. Use keywords from the job description to demonstrate that you meet the specific requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with account opening and compliance, and explain how you can contribute to the team.
Highlight Relevant Skills: Emphasise your communication skills and ability to manage conflicting priorities. Provide examples of how you've successfully navigated similar challenges in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at M&T Bank
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Shared Services Institutional Client Onboarding Associate. Familiarise yourself with KYC, account opening processes, and the specific products you'll be dealing with. This knowledge will help you answer questions confidently.
✨Showcase Your Communication Skills
Since the role involves communicating with internal and external partners, be prepared to demonstrate your effective verbal and written communication skills. You might be asked to provide examples of how you've successfully communicated in previous roles.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to manage conflicting priorities and escalate issues appropriately. Think of past experiences where you had to make quick decisions or handle high-risk situations, and be ready to discuss them.
✨Highlight Your Teamwork Experience
This position requires working in a team environment, so be ready to share examples of how you've collaborated with others in previous jobs. Emphasise your ability to support process improvements and contribute to a positive team dynamic.
