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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client service and risk management capabilities within financial services, with a focus on onboarding processes and document management. Proficient in problem-solving and communication, ensuring effective coordination with teams and clients.
Highest-signal resume keywords
Client Service ExperienceRisk Management ExperienceDocument ManagementMS Office ProficiencyFinancial Services Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Problem-Solving SkillsAttention to DetailExcellent Communication Skills
Industry Keywords
OnboardingTransaction ManagementCorporate TrustOperational AreaEMEA Shift Coverage
About the role
Key responsibilities & impact- Deliver the best possible onboarding to clients as part of a team
- Support Transaction Managers in client transaction onboarding
- Validate and manage critical documents
- Handle account opening and validation
- Set up ticklers
- Coordinate with Transaction Managers and other functional and enterprise teams
- Generate and provide information in response to internal and external client questions
- Process key tasks supporting deal closing and onboarding in Corporate Trust
Requirements
What you’ll need- 3-5 years of total work experience preferred
- Experience in an operational area and/or client services preferred
- Bachelor’s degree or the equivalent combination of education and experience is required
- Fluent English spoken and written (minimum B2 level)
- Proven relevant client service and risk management experience within financial services
- Good problem-solving skills with excellent attention to detail
- Excellent communication skills
- Experience within a financial services function
- Very good knowledge of MS Office
- Availability for EMEA shift time coverage
- Occasional availability to extend working hours for urgent deliverables
Benefits
Comp & perks- Highly competitive compensation
- Benefits and wellbeing programs
- Flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- Health, resilience, and financial wellbeing support
