You are a strategic thinker passionate about driving solutions. You have found the right team

As a Client Operations Associate within our Account Opening and Account Maintenance team, you will be an integral part of our efforts to streamline and enhance our processes. You will have the opportunity to demonstrate your interest and knowledge in financial markets, and utilize your excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork, and interpersonal skills. Your initiative, enthusiasm, and confidence to complete projects will be highly valued. This role provides a great opportunity for you to leverage your experience in financial markets, client onboarding, and KYC maintenance.

Job Responsibilities:

Connect and engage with stakeholders to drive change and enhance the customer experience. Be agile and flexible in multi-tasking according to business needs. Manage and prioritize initiatives requested by stakeholders. Verify client data to ensure accuracy and compliance. Assist in client servicing activities to support client needs. Research client inquiries and manage follow-up communication effectively. Manage new client account openings and perform account maintenance activities, including client communication, suitability assessments, tax form processing, and KYC maintenance. Conduct ad hoc remediation as part of regulatory and business requirements.

Required qualifications, skills and capabilities:

Demonstrate excellent stakeholder engagement skills. Require fluency in English. You must hold a bachelor's degree or above You must have at least 6+ years of experience  Exhibit expertise in PowerPoint and Excel. Understand the needs and sensitivities of client management. Maintain absolute discretion when handling confidential matters. Focus on details and results. Communicate excellently, both in writing and orally. Coordinate different tasks and perform related follow-up until completion.