Asset & Wealth Management Client Onboarding Office job in Newark, DE| Recruit Arrow
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Thursday, April 18, 2024
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Title
Asset & Wealth Management Client Onboarding Office
Location : Delaware, Newark
Refer job # EZHH340838
 
Job Responsibilities and Requirements: The primary function of the Client Onboarding Officer will partner with the client-facing teams to collect information to ensure all client KYC records are compliant with regulatory standard and submit them accurately and timely according to the established SLA s. The Client Onboarding Officer will own the end to end onboarding of new clients, ensuring adherence to KYC regulatory standards and account opening requirements, as well as subsequent periodic renewal process of all clients. They will also assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. Officers will be expected to stay current with all regulatory changes and requirements around client KYC, Suitability, Documentation, and product or account opening procedural changes.Key Qualities: A strong sense of ownership, responsibility and sense of urgency Drives results through leadership, people, communication and influence Comfortable with change, ambiguity, debate, conflict and informed risk taking Exercises independent judgment and decision making Multi-tasker who can manage multiple streams of work concurrently with competing deadlines Strong relationship building skills Detail oriented Ability to challenge the status quo Responsibilities include: Partner with the client facing teams to gather, manipulate and input required AML/KYC information and legal documentation to meet all regulatory and internal polices Complete required KYC submissions to meet production capacity while maintaining low error rates Pre-fill account opening documentation based upon input from Bankers or directly from the client Act as a subject matter expert and provide strategic guidance on required legal documents and process to onboard and/or renew client to PB platforms Ensure KYC information is accurate and will meet Quality Standards of clients KYC records prior to submission Manage and facilitate client due diligence, including coordinating the participation of JPMorgan stakeholders who have KYC responsibilities Serve as point of contact for KYC and reporting issues for designated clients Act as a KYC and AML subject matter resource for KYC due diligence teams Act as a subject matter resource on the KYC/AML policies and procedures May participate in annual AML discussions directly with clients Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues Perform other duties and/or special projects as required Promote a positive, inclusive and diverse work environment Required Skills and Qualifications BS/BA Degree - Accounting, Finance, or Business preferred or equivalent military experience 5 years of experience with in a financial services, operational or compliance fields Experience in AML / KYC and/or Account Opening highly preferred Client Onboarding, Underwriting and/or documentation analysis experience preferred Excellent written and oral communication skills are a must Strong understanding of governing documentation of a legal entity (legal entity structures, operating LLC s, bi-laws etc.) Ability to get up to speed quickly with new or unfamiliar subject matter Strong client focus and ability to partner with various internal groups Independent, self-motivated, with an ability to adapt and be flexible in a team environment Ability to take the lead in unstructured situations and ensure an optimal client experience. Ability to communicate clearly and confidently; able to influence internal and external stakeholders Ability to directly address conflicts and escalate issues where appropriate Strong analytical, prioritization and organizational skills with a high degree of attention to detail Strong risk and controls awareness Capacity to think laterally and convey an understanding of the big picture Maintains a sense of urgency and ability to prioritize/multi-task Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals Demonstrated experience as a key contributing member of a high performing organization with a positive can do attitude Ability to work under pressure and to fixed deadlines in order to meet production goals.
 
 
 
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