Client Onboarding Operations

Bachelor's degree in Finance, Commerce, Business Administration, Accounting, or a related discipline. Typically 15 years of experience in institutional client onboarding, KYC/AML operations, client lifecycle management, account opening, or financial services operations. Strong experience handling institutional and corporate client onboarding within a bank, investment bank, custodian, asset manager, broker-dealer, or financial services organization. Demonstrated expertise in complex legal entity…