Client Onboarding
5 days ago
About the Role
Instant Impact is hiring for a new Client Onboarding & Implementation Associate to join an expanding UK headquartered financial services business' U.S. Operations team. This role is perfect for someone who enjoys building relationships, managing processes, and ensuring a seamless onboarding experience for financial and corporate clients.
What You'll Do
- Manage the end-to-end onboarding process for new clients — from due diligence to activation.
- Coordinate enhanced due diligence (EDD) for financial institution clients.
- Support connectivity setup across channels including APIs, SWIFT, and host-to-host.
- Partner with internal stakeholders across Operations, Compliance, and Technology.
- Identify process improvements to enhance efficiency and client experience.
What We're Looking For
- Experience in client onboarding, implementation, or operations within financial services or banking.
- Strong knowledge of KYC/EDD, compliance requirements, and client integration.
- Excellent communication, organisation, and stakeholder management skills.
- A proactive mindset and ability to work in a fast-paced, collaborative environment.
Location:
Stamford, CT (4 days a week in office)
Employment Type:
Full-time, Permanent
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