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Client Onboarding Specialist (Financial Services)

仕事詳細

勤務地: 日本
給与: Negotiable
職種: 正社員
専門: 銀行・金融, 金融サービス
参照: BBBH49020_1720572138

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

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