Graduate Analyst - Client Onboarding

GRADUATE ANALYST - CLIENT ONBOARDING

BELFAST

Great opportunity for an enthusiastic graduate to join one of the worlds leading Investment Banks.

The Client Onboarding Team is responsible for implementing and managing a smooth process to handle all of the aspects of onboarding a client to ensure that they are ready to do business with Capital Markets (across all asset classes).

This will involve liaising with clients and several teams in Sales, Legal, Compliance, Credit, Operations, etc. to ensure that time to market is minimized and that transparency can be provided around the process.

Additionally the candidate will be responsible for identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance.

RESPONSIBILITIES;

- 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 (ie 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.