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gov is seeking an Onboarding Advisor to enhance the client onboarding experience by coordinating between Line of Service engagement teams, clients, and the KYC Operations team.
You will apply deep knowledge of AML/CFT policies and Client Acceptance procedures to facilitate clear, timely communication and manage stakeholder expectations.
The role focuses on streamlining the collection of KYC information and ensuring engagement teams meet all client and procedural requirements.
Job Summary:
The Onboarding Advisor enhances the effectiveness and efficiency of the client Onboarding experience by serving as the primary liaison between different Line of Service engagement teams, their clients, and the KYC Operations team. Leveraging deep knowledge of the firm’s AML/CFT policies and Client Acceptance procedures, this role facilitates clear, timely communication, manages stakeholder expectations, streamlines the collection of KYC information, and ensures engagement teams meet all client and engagement procedural requirements.