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- Tasks: Support client onboarding by managing account openings, KYC, and funding activities.
- Company: Join a leading bank in the Wealth and Institutional Services Division.
- Benefits: Enjoy a flexible working schedule and opportunities for process improvements.
- Why this job: Be part of a dynamic team that values communication and supports your growth.
- Qualifications: 5 years of education or experience; teamwork and software skills are essential.
- Other info: Ideal for those with 2 years in financial services; embrace a supportive work culture.
The predicted salary is between 36000 - 60000 £ per year.
Shared Services Institutional Client Onboarding Associate – UK, London
Overview:
Supports client onboarding activities such as Account Opening, KYC (Know Your Customer), and Funding within the Wealth and Institutional Services Division\’s (WISD) Global Capital Markets business. Responsible for key disciplines within the Centralized Account Opening Section (CAOS) for specific product subsets.
Primary Responsibilities:
- Open and code accounts on the bank’s accounting platform.
- Analyze inputs to determine actions; manage conflicting priorities.
- Communicate with internal and external partners.
- Escalate high-risk or non-standard issues.
- Manage workload to meet service standards.
- Report risks, breaches, and suspicious activities.
- Support process improvements.
- Interpret data to perform complex tasks.
- Work with clients and staff on requirements like CIP and CDD.
- Review documents and complete KYC activities.
- Adhere to risk, regulatory standards, policies, and controls.
- Promote a supportive environment reflecting the M&T Bank brand.
- Maintain internal controls and support audits and regulatory requirements.
- Perform other duties as assigned.
Scope of Responsibilities:
This role is part of the Client Onboarding and Support Team (COAST).
Education and Experience:
- At least 5 years of higher education and/or work experience.
- Team-oriented and proficient in word processing and spreadsheet software.
- Flexible working schedule.
- Effective communication skills.
Preferred Qualifications:
- Minimum of 2 years’ experience in the financial services industry.
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Shared Services Institutional Client Onboarding Associate - UK employer: Wilmington Trust
Contact Detail:
Wilmington Trust 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 KYC and CIP processes, as these are crucial for the role. Understanding the regulatory landscape will not only help you in interviews but also demonstrate your commitment to compliance.
✨Tip Number 2
Network with professionals in the financial services industry, especially those involved in client onboarding. Attend relevant events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your analytical skills, as the role requires interpreting data and managing conflicting priorities. Consider taking a short course or workshop to enhance these skills before applying.
✨Tip Number 4
Prepare to discuss your experience with internal controls and audits during the interview. Be ready to provide examples of how you've supported compliance in previous roles, as this will be key to demonstrating your fit for the position.
We think you need these skills to ace Shared Services Institutional Client Onboarding Associate - UK
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description. Understand the key responsibilities and required skills for the Shared Services Institutional Client Onboarding Associate position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in client onboarding, KYC processes, or working within financial services. Use specific examples to demonstrate your ability to manage conflicting priorities and communicate effectively with partners.
Showcase Your Skills: Make sure to mention your proficiency in word processing and spreadsheet software, as well as your effective communication skills. These are crucial for the role, so provide examples of how you've used these skills in past positions.
Proofread Your Application: Before submitting your application, take the time to proofread your documents. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Wilmington Trust
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Shared Services Institutional Client Onboarding Associate. Familiarise yourself with KYC processes, account opening procedures, and the importance of compliance in the financial services industry.
✨Showcase Your Communication Skills
Since this role involves communicating with both internal and external partners, be prepared to demonstrate your effective communication skills. Think of examples where you've successfully navigated complex conversations or resolved conflicts.
✨Highlight Your Analytical Abilities
The job requires analysing inputs and managing conflicting priorities. Be ready to discuss your experience with data interpretation and how you've handled similar tasks in previous roles. Use specific examples to illustrate your analytical thinking.
✨Prepare for Compliance Questions
Given the emphasis on adhering to risk and regulatory standards, expect questions related to compliance. Brush up on relevant regulations and be prepared to discuss how you've ensured compliance in past positions.
