Client Onboarding Specialist (Financial Services)

Client Onboarding Specialist (Financial Services)

Our client are a financial services provider active worldwide, recruiting a Client Onboarding Specialist.

This is a chance to broaden your experience in financial services & experience and a perfect jumping point for further career development.

Our client offers a globalized working environment, with flexible / remote working options provided.

Responsibilities:

• - Handle new account paperwork for both retail and institutional clients.
• - Ensure compliance.
• - Carry out thorough due diligence reviews, cross-checking multiple databases for Anti-Money Laundering (AML) purpose.
• - Resolve client concerns about the account opening process.
• - Collaborate with Legal, Compliance, Development, and Project Management teams.

Requirements:

• - 1+ year experience in securities.
• - Basic knowledge of brokerage regulations and rules related to client accounts.
• - Client service experience.
• - Understanding of Anti-Money Laundering procedures (preferred).
• - Holder of JSDA 1 grade license (preferred)
• - Fluent in Japanese