I am a dedicated Client Onboarding Associate with 7 years of experience in managing end-to-end client onboarding processes within the financial services industry. My expertise includes account opening, account maintenance, and account closure, ensuring a seamless and efficient client experience while maintaining operational accuracy and compliance.


#ClientOnboarding #AccountOpening #KYC #AML #Operations #BankingOperations #FinancialServices #Hiring #OpenToWork #ClientServices

Posting as :
works at
You are currently posting as works at

Related Posts

Is anyone in the Marketing Depts. of Microsoft willing to connect via LinkedIn? I’d love to connect as I apply for marketing roles within the company. Would appreciate insight on cultural and role-related responsibilities if you’re welcomed to it!😊 Send me a message if so! Thank you.

like

So I worked from home yesterday and my husband had a sneak peak on my meetings with clients (which I’m very new to being a senior). He mention that I should read some sales pitch books of some sorts so I can get a process down and not be drain from having genuine conversations with every client. I think it’s a great idea. Anyone have thoughts or recommendation?

like

Looking for an entry level remote tech position. Honestly not picky, current TC is 111k anything close to that would be appreciated.

Feeling a little lost in my new role as program manager. Any advice or recs?

like

Anyone interested in working for Sogeti/Capgemini in technology and would like a referral, please let me know. We have open roles for software developers, cloud architects and data engineers

likefunny

Folks,

Need your suggestions please,
Have 2 opportunities: 1. Company X- 24.5LPA
2nd: UK onsite from current company, 45K pounds mostly- Visa process in progress, Can't say 100% confirmed for UK movement.
Need to submit resignation in case I need to join Company X. Can you folks suggest which to select? I'm confused.
YOE:7, BA role, Not married

Do we get a timely exit in PwC SDC in 15 days during probation period? or does it depend or our manager?

note - I’m yet to join the company, just want to know if it’s a smooth exit or they can keep us as long as they want?

like

How is IBM gurgaon for java developer(i have 4 year exp). is IBM gurgaon having good java development project?

like
like

Need referral. Thanks in advance
Fresher 2022 pass out

like

Which companies have best WLB, least stressed DS/DA roles? I’ve been suffering from some immunology issues and stress from work would worsen it, therefore I want to move to a company/role with good benefit (esp. healthcare) and great WLB (little chance of PIP, etc). Doesn’t have to be high-paying, as long as it can support my life (single) and long-term medical cost. Thanks in advance.

like

Hello guys,

I'm having total 7+ yoe (5+yrs embedded developer + 2yrs in FuSa automotive) Initially HCL have denied what I've expected for automotive FuSa and they have given an offer of 10LPA with a justification that my relevant experience is less, now I'm holding an offer of 18 LPA and asked HCL for a counter offer for the same position what do you guys think will HCL offer me this much?

TIA

Hi - AMEX sign up bonus is higher than ever. DM me if you would like a referral link, I’ll split my bonus with you as well :)

Anyone available to review my resume/guide me through this job search? I’ve been applying places for the past 6 months and am not getting responses. Unemployment has run out and I’m starting to crumble under the pressure of bills. My experience the past 6yrs has been in smaller companies where my role was never just one thing but instead spread over multiple departments, so I’m struggling to narrow down how to convey the vast experience I do have.

like

I'm a marketer and I'm having a hard time getting my clients to listen to me.

I have been in marketing for 10 years now. I've worked with hundreds of clients and have been able to increase their sales by over $1 million each year.

But every time I go into a meeting with a new client, they ignore everything I say. They just want to talk about their product. They don't seem interested in learning how to market it better.

like

I am the president of our school board at Franklin Country School Corporation in Brookville, In. I would like to start a NASA Stem project starting in school year 2022-2023. Does anyone know where I need to start?

likehelpful
like

Any idea on how much salary can I quote for Associate Business Consultant role in Refinitiv (Software service provider for Asset & Finance Mgmt)?

YOE-1yr

I've a HR discussion today evening. Inputs required please!!

More Posts

What's a fair share of taxes? In my view, ideally 0. But curious to hear what people here think.

like

If you’re looking for a good show to watch, I recommend White Collar. I watched it about 8 years ago and just started it again.

like

Anybody in the Tampa Bay Area wanna play a round?

Best Bay Area golf / country clubs? I’m moving out west and trying to get a sense for the private golf scene. What are joining processes like, down stroke, monthly’s, etc.

like

What is the best MBA to get to work in social impact/ non profit focused work ?

Going to a new firm and bringing a client or two with deadlines before I leave — can I do the work now but bill the time later at my new firm as long as I don’t double bill at my current firm?

like

Let's have a productive conversation about the Google employee who was just fired for his controversial diversity memo

like

Can Postmates meals be expensed?

like

Does it help or hurt to tell a recruiter that you have multiple offers? Assume a case where you are asked

like
like

Are there any stable part time jobs in Finance? I have 7/66.

Does anyone work for UBS? What corporate title would a "manager" be? AVP or VP? Or AD?

My dad has been driving the same old CRV for the last 10 years. Has no interest in getting a new one. I want to buy him a new car, but he doesn’t seem interested in lux brands. Should I still do it?

like

Anyone familiar with working for Kiavi/LendingHome? My experience is in private equity and structured products, I’ve been wanting to leave that and enter real estate for a while. They’re a self-proclaimed FinTech organization and I’m not at all familiar with that kind of structure for a company.

like

First time cooking steak. Yay or nay!

Post Photo
likehelpful

Butter chicken and coconut flour tortillas

Post Photo
like

I have been giving a few interviews lately and every Company is asking me to confirm if i can get my NP reduced from 90 Days to 45 or 60 Days. I'm still under probation but assigned to a Project already. Should I ask my Account Manager and HR about it or its unethical to do so. Am i making a mistake to ask and confirm about NP even before my offer letter or its ok to just enquire what's the process and possibility to reduce NP as we have buyout option too.

like

Which firms are actually doing work in the emerging tech space - NFTs, DAOs, and related blockchain fun?

likefunny

Hi Fishies. Im 31 yrs old,spouse 33 yrs old. We are going with IVF due to male factor. Today we got PGT results from CCRM Boston. Among 7 embryos, 5 came normal. 1- 5AA(male), 1-5AA(female),1-4BB(tier2,female),1-4AA(tier1,female), 1-4AA(tier 1, male). What is the best embryo among them? This is my first IVF. And little nervous as well. What could be the reasons if the embryo is not implanted ? Is it something with to do with me? Do we need to do anything from our side, like acupuncture ?

like

Just checked in to a room at the Ritz. I found room service dinner, opened toiletries in the bathroom, and the bedding stripped. This seems like a major security issue.

Post Photo
likefunny

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal