Client Onboarding Manager Resume Samples

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K Mitchell

Kasandra

Mitchell

747 Viola Terrace

Detroit

+1 (555) 347 1121

747 Viola Terrace

Detroit

Phone

p +1 (555) 347 1121

Experience Experience

Detroit, MI

Client Onboarding Manager

Detroit, MI

Sipes Inc

Detroit, MI

Client Onboarding Manager

Develop a network of contacts within TB-Global Trust Services, Product and BSA/AML office to assist in process management and problem resolution
Assist in developing a framework for MIS structure by working closely with Tax Utility and Technology
Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution
Assist the department manager to create and drive solutions
Complete Agile story writing and make sure the stories are being developed/worked on and delivered in time for Client go-Live milestones
Identifies and develops high performers for next level jobs/mid management positions
Participate in client meetings, as requested by Sales, to provide insight to the onboarding process and develop the client relationship with in-house staff

Detroit, MI

Cib-latam Client Onboarding Manager

Detroit, MI

Schuppe-Wilderman

Detroit, MI

Cib-latam Client Onboarding Manager

Work directly with Sales and desks heads to ensure prioritization of sales client priorities
Manage KYC On-boarding team of 65 – 80 individuals who are responsible for the KYC / AML controls on all business related to the Latin American markets
Manage multiple in flight projects for future state process/procedures/systems
Liaise with various groups such as legal, compliance, credit and operations to remove roadblocks impeding the onboarding process
Help design and communicate necessary system changes to projects and technology
Facilitate updates with business and marketing with respect to their client pipelines
Maintain constant communication and partnership with all WCOB teams to ensure any change to the process is fully transparent

present

Detroit, MI

AM, AML / KYC Client Onboarding Manager, VP

Detroit, MI

Carroll, Miller and Ratke

present

Detroit, MI

AM, AML / KYC Client Onboarding Manager, VP

present

Create and support various management reporting tools
Ownership and proactive management of the various risks facing Client Onboarding
Identify gaps in policies and processes and liaise as necessary with other business units and stakeholders to escalate issues for resolution
Facilitate meetings, prepare documentation, and meeting minutes, as necessary
Ownership and proactive management of policies and procedures; Develop new or amend existing policies, guidelines, and desktop procedures with the Client Onboarding and Quality Control teams and drive global consistency as they are implemented to meet new and enhanced standards
Work closely with key business stakeholders, Regional COOs, Legal, Compliance, Business Management, Product & Platform and Technology on fulfilling responsibilities of the Client Onboarding Teams
Act as a subject matter expert on AML/KYC matters

Education Education

Bachelor’s Degree in Business

University of Georgia

Bachelor’s Degree in Business

Skills Skills

Strong analytical ability, attention to detailand strong problem solving skills
Strong analytical ability, attention to detail and strong problem solving skills
Excellent Interpersonal skills – ability to build relationships quickly and to gain respect/influence with key clients/internal contacts
Excellent Interpersonal skills – ability to buildrelationships quickly and to gain respect/influence with key clients/internalcontacts
Strong analytic and project management skills with a focus on flawless execution and attention to detail
Strong work ethic with the ability to self motivate and work without supervision
Basic knowledge of web analytics, ideally including Adobe Omniture Site Catalyst and/ or Google Analytics, and CRM systems (ideally Marketo and SalesForce)
Develop and leverage industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value
Excellent interpersonal and superior verbal & written communication skills. Able to communicate with internal and external business partners
Strong knowledge of ADP order process and backlog process

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15 Client Onboarding Manager resume templates

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Client Onboarding Manager Resume Examples & Samples

Accountable for the management of all sales orders from point of approval through Implementation Associate assignment or movement to other Business units.Team is responsible to manage approx. $25 million + of annual sales order volume
Proactively contact customers and manage a positive transition for the customer from the sales team. Validate the features & products and projected start dates on the sales agreement. Determine the required resources to deliver the engagement
Ensure equitable assignment of orders across Canada based on predefined skill profiles
Responsible for reporting on resource availability and gaps, special projects
Proactively collaborate with large, geographically dispersed Sales teams, Implementation teams, Finance partners and department leaders
Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth and to ensure smooth and timely starts. Primary contact for escalated sales order issues and questions
Ensures overall adherence to backlog management standards and policies (including sales orders in progress and no starts). This includes participation in backlog reviews, the analysis and resolution of backlog and billing issues
Administers backlog management processes (flex 10, flex 11, SNR, HNS extensions)
Act as subject matter expert for Implementation tool (eStart),support internal users and act as point of contact between users and technical support team
Responsible for order assignment and updates in eStart, iHub and biztracker

Cib-latam Client Onboarding Manager Resume Examples & Samples

Manage KYC On-boarding team of 65 – 80 individuals who are responsible for the KYC / AML controls on all business related to the Latin American markets
Manage multiple in flight projects for future state process/procedures/systems
Help design and communicate necessary system changes to projects and technology
Ensure collection all appropriate due diligence prior to client onboarding
Liaise with various groups such as legal, compliance, credit and operations to remove roadblocks impeding the onboarding process
Manage regulatory change requirements as it impacts the onboarding flow
Maintain constant communication and partnership with all WCOB teams to ensure any change to the process is fully transparent
Minimum of B.S. Degree or equivalent
Experience in financial services, preferably Investment Banking
Knowledge of the financing and repo markets
Client onboarding experience is preferable. Knowledge of KYC and due diligence requirements is required
Strong client focus and ability to partner with various internal groups and front office
Must possess a strong control mindset with the ability to identify and fix gaps
Strong communication skills are a must
Comfortable working with a team and individually to deliver results
Strong working experience with Microsoft Word and Excel. PowerPoint experience preferred
Understanding of IB infrastructure, applications, and businesses/products - nice to have
Fluent in English, Portuguese and Spanish

AM, AML / KYC Client Onboarding Manager, VP Resume Examples & Samples

Partner with the Client Onboarding Risk and Controls team to establish a quality assurance program for Client Onboarding to include methodology and sampling methods and ensure compliance with policy and regulatory requirements
Ownership and proactive management of the various risks facing Client Onboarding
Facilitate meetings, prepare documentation, and meeting minutes, as necessary
Bachelor's degree or higher in Accounting, Finance, or Business preferred
5-7+ years of experience within a financial services, operations, audit/compliance field preferred
Strong knowledge of AML/KYC requirements preferred
Strong knowledge of risk and control techniques/procedures
Strong sense of accountability and ownership over "quality" and best practices around the quality, risk and controls process
Series 99 or equivalent (if none, will need to address this requirement within 120 days of starting the role)

Client Onboarding Manager Resume Examples & Samples

Engagement in on shoring of an incoming function into Warsaw CSC
Day to day oversight of operational team, consisting of ~13FTE
Maintain ownership for a portfolio of clients
Complete review of documentation ensuring all docs provided are in order as per the legal and regulatory requirements
Attend regular conference calls with customers
Liaise with the Clients Sales Management / Relationship community across EMEA
Ensure that all customer or internal inquiries are responded on timely manner
Work with the management team on projects and initiatives
Act as escalation point for both internal and external stakeholders/clients
Build strong relationships with internal functional partners

Client Onboarding Manager Resume Examples & Samples

Area team lead, accountable to the EMEA Head of Client Onboarding
Team Lead role, responsible for all aspects of the growth, performance and quality of the team of 5 junior analysts being recruited in Olsztyn
Partner with other COB leaders to help develop the global onboarding target operating model and group strategy. Be accountable for the execution of this strategy in Europe and globally
Build and own relationships with senior members of the firm’s infrastructure groups including but not limited to the Business, Credit, Legal, Risk, KYC and Accounts Control
Build and own relationships with the senior Sales desk heads across Global Markets
Build and own relationships with senior Onboarding contacts at platinum clients
Facilitate and monitor the timely and accurate execution of the Onboarding process
Assist in writing and updating procedures
Identify and execute operational, client experience and regulatory projects associated to the Onboarding process
Develop and maintain MIS/Metrics relating to the client onboarding process
Review samples of each team’s work and enforce procedures and controls
As part of the overall onboarding management team, be a key contributor to technology strategy and operational strategy for client onboarding
Continually look for ways to realize economies of scale with global counterparts
Manage teams remotely
Assist with balancing team work loads
Continually look for ways to realize economies of scale with global counterparts and clients
Pro-actively build and measure client satisfaction through client visits and benchmarks
Have oversight and manage all other functions that sit within Client Onboarding; sign up of clients to external trading platforms, FX Pro/Tradestream, Prime Finance, Futures and Clearing Onboarding

Client Onboarding Manager Resume Examples & Samples

Accountable for ensuring overall client satisfaction while at the same time meeting the firm's global audit, compliance, risk and control requirements. Overall this includes
Owning onboarding a new opportunity end to end
Moving the onboarding request through the process as quickly and effectively as possible (KYC/Legal/Credit)
Communicating the status to internal and external parties
Specific responsibilities include
Following the onboarding processes for different desks
Registering the request in the pipeline and then providing relevant status updates to end users (i.e. Credit Officers, Legal heads, Desk Heads and general managers)
Effectively following up with clients in a timely, professional manner
Keeping track of loose ends and closing them out on a timeline basis incl. Following up with internal and external parties when activities go beyond their expected duration
Coordination of client connectivity, account set-up and configuration
Providing feedback to continually improve the process
Take responsibility for your own pipeline whilst at the same time assisting/coaching members of the team
Manage your own pipelines and be aware of when to escalate issues to Onboarding SMT
Assist with balancing team workload
To identify issues with the process, create and drive a solution, once having gained approval from site/regional/global onboarding managers
Develop and maintain MIS on end to end process for tracking cycle times from team and other processing areas
Continually look for ways to improve cycle times of onboarding requests to operate within SLA’s for cash and derivative items
The candidate should have a strong onboarding background
Experience of managing teams
Strong Onboarding/KYC knowledge
Strong analytical ability, attention to detail and strong problem solving skills
Excellent Interpersonal skills – ability to build relationships quickly and to gain respect/influence with key clients/internal contacts
Ability to plan and organise workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals
Degree level educated, or equivalent, with a good general academic background

Client Onboarding Manager Resume Examples & Samples

Deliver overall client satisfaction while at the same time meeting the firm's global audit, compliance, risk and control requirements
Owning the onboarding request from end to end
Ensuring the continued progression of the onboarding request through the processes as quickly and effectively as possible
Communicating the status to internal and external parties on a regular basis
Follow the bespoke onboarding processes for different desks as required
Manage the requests in the pipeline and then provide relevant status updates to end users (i.e. regional head, credit officers, legal heads, desk heads, and general managers)
Keeping track of loose ends and closing them out on a timeline basis, including follow-up with internal and external parties, when activities go beyond their expected duration
Providing feedback continually to improve the process
Manage your own pipelines and be aware of when to escalate issues
Identify and escalate issues with the processes
Assist the department manager to create and drive solutions
Take an active part in developing and maintaining MIS on end to end processes for tracking turnaround times of deliverables
Management and development of junior analysts
2-3 years experience in financial services preferably in a client facing operations role
Experience managing small teams or projects a plus
Past successes in contributing to business transformation projects
Working knowledge of capital market products is a plus
Previous Client Onboarding/KYC or similar experience a plus
Strong analytical and creative solutioning abilities

Client Onboarding Manager Resume Examples & Samples

Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy
Supports the motivation of staff through constant interaction with the team. Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Identifies and develops high performers for next level jobs/mid management positions
Ensures team delivers as per service level agreements
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives
Monitors customer satisfaction and service level and drives process changes
Provides innovative solutions to clients
Ensures a strong and robust processig environment with effective controls
Establishes risk management practice
Maintains a strong culture of risk and controls in the team through various processes and check points
Identifies means to reduce transaction defects (internal and external)
Develops performance matrices to track defects, productivity
Exercises leadership and supervisory responsibility over Operations department
Evaluates subordinates' performance and makes recommendations for staffing, pay increases, promotions, terminations, etc
Determines hiring to ensure adequate staffing. Recommends new work procedures with broader scope of impact
Deals with variable (occasionally complex) issues with substantial potential impact
Work in a virtual team environment

Client Onboarding Manager Resume Examples & Samples

Ensures a strong and robust processing environment with effective controls
Ensures clean audit results
Manages occasionally complex and variable issues with significant departmental impact

Client Onboarding Manager Resume Examples & Samples

Manage the part of Account Service Unit Department in Olszty
Manage the team Managers
Setting and achieving operational goals, and deliver against agreed targets Manage and co-ordinate preparation for audits in ASU Department – both internal and external regulatory reviews
Keep local and regional manager informed of all key achievements, risks and issues within the department on an ongoing basis
Ensure Service Level Agreements are in place for each country and product serviced and adhered to
Ensure the spread of best practice and consistency of approach across ASU department in line with global requirements
Design, manage, and continuously improve the processes of the ASU
Ensure continuous training provide to all staff
Identifying talents and building a development strategy of CSC employees in Poland
Ensuring timeliness and correctness of requests/instructions in the supervised team
Initiating actions to improve the quality of the processes, to reduce operational costs, including overtime, and to increase productivity. Ensuring an effective MIS system and Capacity Plan are in place
Ability to implement change and innovation to the department to ensure best practice
Ensure that the key controls in the department are maintained within pre-requisite standards (ASU Standards, Information Security, MCA, Documentation Updates etc.)
Provide metrics updates to Senior Management of the status of key controls on a regular basis and as requested
Ensure expenses managed within budget
Undertake other assigned projects as requested

Client Onboarding Manager Resume Examples & Samples

Liaison with the Clients Sales Management / Relationship community across EMEA
Ensuring that all customer or internal inquiries are responded to timely
Escalation point for both internal and external stakeholders/clients
On-going reviews of processes, with end goal to improve the Client Experience and reduce turn around times
Ensure MCA for the group is fully embedded and managed on a monthly basis
A minimum of 5 years banking experience
Experience of working in a process driven, documentation or legal environment
Experience of people management & working with cross functional partners
Prior client on-boarding experience preferable
Experience of functional migrations preferable
Experience in Documentation Review, Legal or KYC space
Strong problem analysis skills
Goals focused and results driven
Extremely detailed focused
Ability to manage cross functional stakeholders
Impeccable integrity and judgement
3rd level degree in Business or other relevant discipline
2nd European language beneficial

Client Onboarding Manager Resume Examples & Samples

Lead in-house support for client onboarding assignments (includes implementations and maintenance). Act as the owner of each customer onboarding as assigned. Develop and lead the execution of the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding
Responsible for helping overall Treasury Sales team exceed assigned revenue and sales activity goals. Develop and leverage industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value. Proactively recommend cross-sell opportunities
Participate in client meetings, as requested by Sales, to provide insight to the onboarding process and develop the client relationship with in-house staff
Responsible for communicating effectively and professionally with clients and internal partners on regular basis, in a collaborative and proactive manner
Follow up with clients to ensure that we delivered on what was promised. Responsible for creation and submission of internal worksheets specific to assigned onboardings. Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution. Provide direction or support to less experienced staff, as well as participate in the development of their skill set
Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank’s Risk Vision, including the Bank’s anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate. Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee’s position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions
4-year college degree preferred, or relevant experience
Must be a team player who fosters collaborative working relationships across the organization
Must have deep understanding of cash/treasury management solutions
A strong understanding of widely used ERP and accounting systems is a plus
Strong technical experience and skills
Familiarity with MUFG Union Bank, N.A. organization is a plus
Must be able to deliver an extraordinary client experience
Ability to take ownership of projects and see them through to completion is required
A passion to drive for results

Client Onboarding Manager Resume Examples & Samples

Develop and lead the execution of the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding
Responsible for helping overall Treasury Sales team exceed assigned revenue and sales activity goals
Proactively recommend cross sell opportunities
Responsible for creation and submission of internal worksheets specific to assigned onboardings
Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution
Provide direction or support to less experienced staff, as well as participate in the development of their skill set
Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank’s Risk Vision, including the Bank’s anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate
Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee’s position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions
Must be a team player who fosters a collaborative working relationships across the organization
4 year college degree preferred, or relevant experience

Client Onboarding Manager Resume Examples & Samples

In-house support for client onboarding assignments (includes implementations and maintenance). Act as the owner of each customer onboarding as assigned
Establish the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding
Assist in helping overall Treasury Sales team exceed assigned revenue and sales activity goals
Participate in client meetings, as needed by Sales, to provide insight to the onboarding process and develop the client relationship with in-house staff
Provide support to less experienced staff
Must have understanding of cash/treasury management solutions
A good understanding of widely used ERP and accounting systems is a plus
Good technical experience and skills
4 year college degree is a plus, or relevant experience
Six Sigma methodology, PMP, CTP, FP&A or SWIFT certifications a plus Knowledge of NACHA/ACH, EDI, SWIFT, ISO XML a plus
Minimum three-year applicable work experience in treasury management and/or sales required
Effective time management and prioritizing skills are a plus
Able to deliver an extraordinary client experience

AM, Jpms Client Onboarding Manager, VP Resume Examples & Samples

This position will report to the head of Client Onboarding for J.P. Morgan Securities and help support the Know Your Customer and Anti-Money Laundering program for J.P. Morgan Securities
Oversee all aspects of client onboarding function including development of strategic operating model, driving productivity, and assuring adherence to corporate and regulatory control standards
Manage team's daily work volumes, within established deadlines, and in accordance with existing policies and procedures
Evaluate staff performance and provide feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process. Represent staff performance during semi-annual and annual Evaluation Committee reviews
Focus on process improvements related to Client Onboarding with a focus on KYC/AML issues
The position generally interfaces with Financial Advisors, Supervisory Management and Regional Directors in JPMS branches, and also with product management and middle office within the line of business
The role may make decisions independently but discusses unusual or complex issues with management. Ensure all policy required client documents/records are complete and accurate
Meet with FA/CA teams and Client On-boarding partners regularly to ensure on-boarding expectations are met
Assist with audits and metrics related to AML/KYC
Provides guidance to others on the line of business AML/KYC policy and procedures
Manages projects, including Know Your Customer client remediation, periodic client reviews and risk assessments
Evaluates methods, processes and risks, and recommends and supports implementation of improvements across the Client Onboarding lifecycle
Partner within JPMS as well as across other Lines of Business to provide support and guidance on strategic KYC initiatives
Research, follow-up and resolve escalated on-boarding client issues and problems through effective interaction with clients, Advisors, product partners, legal, operational areas, and other partners in a timely and professional manner
7 + years of KYC, Compliance, Audit, Risk, Legal or other Control functions experience
Strong leadership and management abilities; must be able to think strategically. Solid communication, time management and interpersonal skills; must be able to diffuse conflict diplomatically
Experience with leading teams and working on strategic initiatives
Strong written and verbal communication skills are a must
Licenses Series 7 or Series 99 required
JD Preferred

Client Onboarding Manager Resume Examples & Samples

Plan and manage the end to end process for on-boarding clients and products, and for fund/account terminations. This may include conversion in./out activities, custody in-specie activity, fund restructures, investment manager hire/fire
Work closely with KYC/AML teams to ensure timely completion of legal administration within planned timeframes
Collect client and portfolio reference data required for the account opening set up on internal systems
Coordinate conversion transaction processing including in-specie trade booking and resolution of exceptions
Extensive liaising with custodians to ensure the timely settlement of free-of-payment trades where necessary
Chair meetings with internal teams both, in preparation for, during, and post transition event
Provide timely and accurate query investigation and resolution and status updates internally and externally

Client Onboarding Manager Resume Examples & Samples

Area team lead, responsible for Client Onboarding activities, accountable to the Belfast Head of Client Onboarding
Operations Management role, responsible for all aspects of the growth, performance and quality of the team currently 6 junior and senior analysts in Belfast
Partner with other COB leaders to help develop the global onboarding target operating model and group strategy. Be accountable for the execution of this strategy in Europe, Middle East, Africa and globally
Build and own relationships with the Senior Sales desk heads across Global Markets
Act as a senior escalation point managing issues through to resolution
Ensure tight controls are in place to mitigate Bank and Clients' exposure and provide transparency and management oversight into all activities
Assist with balancing team workloads
Pro-actively build and measure client satisfaction
Excellent leadership and teamworkskills
Strong Onboarding/KYCknowledge
Strong analytical ability, attention to detailand strong problem solving skills
Ability to communicate (written/verbal)effectively at all organisational levels
Excellent Interpersonal skills – ability to buildrelationships quickly and to gain respect/influence with key clients/internalcontacts
Strong customer serviceskills
Ability to plan and organiseworkload within tight deadlines, meeting day-to-day objectives as well as longerterm strategic goals

Client Onboarding Manager Resume Examples & Samples

Be the Harmonise interface of the client onboarding process with the Client Implementation Manager. Covering the process from A-Z including
Initial client onboarding questionnaires
IT related questions
Configuration options
Benefit plan designs
Client testing plans and setting delivery milestones
Complete client product configurations in Drupal CMS
Actively manage the client configuration matrix (XLS files)
Handle client change requests and new feature deployments that would have CMS configuration options
Lead the client pre-go-live testing with the implementation manager and the assigned client pilot testers. Liaise with the technical teams on any issues that arise to ensure fixes are in place for go-live
Manage analytic reports sent out to stakeholders around new client onboarding and benefits enrolment
Complete Agile story writing and make sure the stories are being developed/worked on and delivered in time for Client go-Live milestones
Strong work ethic with the ability to self motivate and work without supervision
Proven experience of understanding customer needs and translate them into prioritised business and technical requirements
Experience of working in an Agile project management / software development environment, ideally including hands-on project management experience
Previous experience of working within flexible benefits would be an advantage but not essential
Basic knowledge of web analytics, ideally including Adobe Omniture Site Catalyst and/ or Google Analytics, and CRM systems (ideally Marketo and SalesForce)
High energy, solution oriented team player with excellent communication skills
Strong analytic and project management skills with a focus on flawless execution and attention to detail
Strong ethics and a demonstrated sense for doing what’s right for our customers, clients, business and shareholders
Drupal CMS hands-on experience is an advantage
Basic HTML Content Management experience would be an advantage

Client Onboarding Manager Resume Examples & Samples

Leadership & people management: management role in executing to deliver best in class service standards
Ops Risk and Controls: uphold and execute with the highest standards for risk, controls and compliance & reporting. Ensure turnaround cycle times & quality and accuracy are maintained
Partnership: develop partnerships with external and internal clients, Coverage / Implementations, Product and Client Delivery Teams
Customer focus: Embed 'Client First' theme at every process level in line with the up-tiering initiative. Enhance service standards to ensure we exceed customer expectations, support new business deals
Ability to effectively interact with a wide-range of internal clients (product, sales, client delivery, technology, compliance, legal) and external clients
Solid background in people management to effectively set and manage daily performance objectives, goals, target productivity and service quality
Strong verbal and written communication skills - English and Mandarin Language absolutely required; verbal Cantonese a plus
Excellent customer service orientation and commitment to service excellence including experience with direct client engagement
Exposure to technology and handling of system, testing and rollouts
Ability to achieve daily objectives without compromising on controls and risk parameters established
Ability to interact confidently with various stakeholders at different management levels within the organization
Should be open to working staggered hour/shift/ over weekend and on public holidays as required

Client Onboarding Manager Resume Examples & Samples

Provide support, assistance and advice for our global client’s integration into Mastercard or third party systems utilising either REST or SOAP API technologies
Provide technical support for both internal and external stakeholders globally to ensure successful client implementations and system stability
Implement and manage platform and program set ups and changes across core Mastercard , PTS and PMS platforms
Assist in the design, development and implementation of new bespoke solutions and product enhancements
Owner of User Acceptance Testing (UAT) environment, coordination across the business users for successful testing phases and releases into Production
Previous experience in managing implementations across local and global applications
Effective management of a small team, with the ability to work on multiple changes across multiple work streams
Ability to trouble shoot complex issues under time constraints and with external parties
The ability to work as a key contributor to technical changes across the business, and is experienced in SAFe methodology and UAT testing practices
Previous work experience in Financial Services or Card and Payments is preferred
Ability to communicate and present to both business and technical work streams including external clients and partners
Ability to interact confidently and effectively with a wide range of stakeholders at different management levels within the organisation

Client Onboarding Manager Resume Examples & Samples

Develop and leverage industry knowledge, as well as systems utilized for Global Trust Services account set-up and operations knowledge, to provide high-level consultative value
Responsible for communicating effectively and professionally with internal partners on a regular basis, in a collaborative and proactive manner
Follow up with internal clients to ensure that we delivered on what was promised
Develop a network of contacts within TB-Global Trust Services, Product and BSA/AML office to assist in process management and problem resolution
Preferred work experience in TB-Global Trust Services and compliance coordination for CIP, KYC BSA and AML monitoring
Must have understanding of TB-Global Trust Services solutions
Proficiency in Microsoft Office Suite of applications, including spreadsheet protocols and Access database
Six Sigma methodology, BSA/AML certifications a plus

Client Onboarding Manager Resume Examples & Samples

Increasing number of regulatory changes
Increasing number of reporting requirements presented by regulators
Need for a strong systemic controls framework between Account Services Operations and Tax Utility
Support in reviewing all data extracts for Pre-existing and New Account populations as part of a regulatory reporting process
Assist in developing a framework for MIS structure by working closely with Tax Utility and Technology
Ad hoc analysis identifying TTS Account Services vs TTS non-Account Services populations
Execute in-depth reviews and reconciliations for Change in Circumstance, Undocumented, NIB/IB Deferrals and Withholding reports
Partner with Account Services Stakeholders and Product Partners to perform client outreach to obtain regulatory documentation
Control a process between Account Services OPS and Tax Utility on behalf of LATAM Region
Maintaining a documented reporting procedure for all Regulatory Programs
Minimum 3+ years of experience in Financial Services
Proven ability to execute regulatory data analysis
Ability to comply with all required controls, governance and policies
Highly organized with program management skills
Experience in interacting with senior management
Degree in Business or other relevant discipline
Project Management will be beneficial
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and competencies

Client Onboarding Manager Resume Examples & Samples

Capital markets Sales
KYC
Credit
Accounts Control Operations
Middle Office
Settlement Ops
8 years of financial services related experience
Capital market product knowledge is useful
Familiarity with industry related directives such as Dodd-Frank, EMIR and FATCA
Proven self-starter with the ability to work independently while supporting the overall goals of the team
Strong management skills with focus on process improvement and operational redesign
Strong interpersonal and written communication skills with no aversion to client and management interaction
Ability to work and adapt in an ever-changing regulatory and control environment
Project and change management skills essential
Good working knowledge of MS Office Suite
Cantonese and Mandarin is a plus

Client Onboarding Manager Resume Examples & Samples

Settlement Operations
Prior experience working with Platinum Global Markets clients
Strong foundations in client management and KYC processes
Good working knowledge and experience of India ODI regulations and onboarding practices

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