Investment Banking Consultant
: Job Details :


Investment Banking Consultant

LevelUP HCS

Location: New York,NY, USA

Date: 2025-01-09T04:23:53Z

Job Description:

Corporate Client Administration-KYC Contract Role at Mid-size Corporate Bank

Responsibilities:

  • Manage account opening initiation and the client take-on process
  • Update Know Your Customer documentation with clients whilst ensuring compliance with internal account maintenance and KYC guidelines
  • Update Know Your Customer documentation in the systems of the bank e.g., address changes, signatory changes
  • Research of old account information/ statements in the bank's system upon client's request
  • Support Relationship Managers with client related maintenance and admin duties

Qualifications:

  • 4 - 10+ years of relevant, professional experience in the financial sector; knowledge in accounting and economics
  • College/ University education e.g. Bachelor in Accounting or Business Administration
  • Skills in MS Office, ability to adopt knowledge with the banks' internal systems
  • Extensive knowledge about AML laws, procedures and practices
  • Know your customer (KYC) and Risk Profiling
  • Understanding of Funds Transfer operations as well as the sanctions and regulations which govern it
  • Knowledge of local clearing systems, SWIFT, and the various formatting issues associated with them
Apply Now!

Similar Jobs (0)