Client Onboarding Advisor

Job Description

Are you motivated by delivering exceptional client experiences while managing regulatory complexity? Join a team where your expertise helps build strong, compliant client relationships from day one. As a Client Onboarding Advisor on the Client Operations team, you will support the end-to-end onboarding of clients by assessing complex client structures, advising on documentation requirements, and ensuring compliance with global Anti-Money Laundering (AML) standards. You will work closely with front-office partners, clients, and internal stakeholders to deliver a timely, accurate, and high-quality onboarding experience.

Tasks

• Serve as a subject matter expert throughout the onboarding process by assessing the complexity of the client’s needs and evaluating information requirements.
• Review and process complex client documentation, sources of wealth, and supporting information, and verify that all are in compliance with local AML/KYC regulations.
• Ensure that the documentation and information related to the client's KYC records are of high quality.
• Provide advisory services while maintaining strong relationships with bankers to ensure compliance, facilitate the onboarding process, and achieve the best possible outcomes for clients.
• Represent the Client Operations team in client engagements, including leading or assisting with onboarding walkthroughs and explaining requirements in a clear, professional manner.
• Provide appropriate client support as needed, demonstrating flexibility to address urgent onboarding priorities across time zones in coordination with the team and stakeholders.
• Navigate complex situations, identify and mitigate risks related to the account opening process through proactive analysis and collaboration.
• Serve as the first line of defense to identify cases that require further review or escalation to the relevant committees and stakeholders.

Requirements

• Bachelor's degree or higher (in finance, business, or law)
• Client service, banking, or AML/KYC experience with a strong understanding of local AML, regulatory, and KYC requirements
• Experience in delivering results quickly in a high-pressure environment.
• Client-oriented approach and professionalism, including strong presentation skills and the ability to represent the firm to clients.
• Flexibility to adjust working hours as needed to accommodate client requirements and onboarding schedules—such as providing coverage across time zones—with proper planning and communication with stakeholders.
• In-depth knowledge of the various structures within the wealth management industry and the documentation associated with those structures.
• Excellent organizational skills and the ability to manage multiple tasks simultaneously and prioritize effectively in a dynamic environment.
• Attention to detail regarding data analysis and procedural requirements.
• A strong sense of ownership and responsibility, as well as the ability to work autonomously and independently within a structured framework.
• Fluency in English and one other language is required.
• Proficiency in digital tools and platforms. Experience with Microsoft Office, Excel, PowerPoint, and Word is essential.

Preferred qualifications

• Fluency in French, German, Russian, Spanish, Arabic, Portuguese, Greek, or a Nordic language.
• Familiarity with automation tools and digital platforms.