Client Onboarding- Investment Banking

Responsibilities:

• Initiate and set up product accounts across internal systems.
• Coordinate with teams including risk, sales, documentation, and operations to complete account opening.
• Navigate cross-functional divisions to resolve onboarding issues and ensure timely outcomes.
• Organize and prioritize client onboarding for live trades.
• Develop and maintain strong client relationships through exceptional service delivery.
• Participate in meetings with senior managers and business units.
• Contribute to projects and process enhancements supporting onboarding strategy.
• Collaborate with global teams on client-related projects and change initiatives.
• Manage stakeholder communication, reporting, and updates.