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Are you prepared to make an impact through leadership, communication, and influence? Join our US Private Bank Client Onboarding team, where you'll support all aspects of client onboarding, including Account Opening, Anti Money Laundering (AML), and Know Your Client (KYC) requirements. As a Client Onboarding Officer, you'll collaborate with clients and client-facing teams to ensure regulatory compliance, timely completion of client-level due diligence, and assist with the drafting and gathering of client documents. You'll also stay updated with all regulatory changes and requirements around client Suitability and Documentation.
As a Wealth Management, USPB Client Onboarding Associate within our US Private Bank Client Onboarding team, you will be promoting results through leadership, people, communication, and influence. You will be supporting all aspects of client onboarding, including Account Opening, Anti Money Laundering (AML), and Know Your Client (KYC) requirements. You will partner with the client & client-facing teams to ensure all client Account Opening documents are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the time of account opening & KYC. This role provides an opportunity to stay current with all regulatory changes and requirements around client Suitability and Documentation.
Job Responsibilities
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
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