Client Onboarding Associate

Job not on LinkedIn

🕒 5 days ago

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

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National Trust

WebsiteLinkedInAll Job Openings

10,000+ employees

🤲 Charity

🏨 Hospitality

🛒 Retail

Charity • Hospitality • Retail

National Trust is Europe’s largest conservation organisation and a registered charity that protects and opens historic houses, gardens, parks, countryside and cultural heritage across England, Wales and Northern Ireland. It operates a wide range of visitor services — including food & beverage, retail, holidays, visitor experience and educational programming — and runs estate management, conservation, fundraising, volunteer and apprenticeship programmes to care for places and engage millions of visitors each year.

📋 Description

• Lead end to end client onboarding functions, to include, but not limited to account opening, document processing, client and asset qualification, KYC/AML reviews, client communication, client portal set-up and portal user training • Partner with Business Development team to support a seamless transition from prospect to active client • Manage and resolve client onboarding inquiries and issues, including evening and weekend engagement as needed • Coordinate with Operations, Compliance, Risk, Legal, and Technical teams to completed client set-up, permissions and on-chain regarding on-chain activities, (e.g. staking, voting, forking) • Maintain expert knowledge of digital asset product and services; to include, custody, trading, lending, and issuance • Collaborate with clients through integrated communication platform and the bank’s ticketing tool • Partner with Compliance to ensure completion of AML/KYC requirements • Establish client governance structures, including authorized signers and administrators. • Deliver client training on custody, transfers, trading, and lending services • Manage on-boarding handoff to Client Coverage Desk, Trust, and Relationship Management teams • Allocate, adjust, and prioritize resources to align with priorities to minimize inefficiencies and prevent bottlenecks • Foster a client focused team culture while maintaining strong regulatory compliance

🎯 Requirements

• Minimum of 5+ years of relevant Institutional Client On-Boarding, Client Service, Trading, Settlement, and/or Bank and Custody experience • 2+ years of experience and working knowledge of digital assets, blockchain, and on-chain activities, e.g. staking, forking, and voting • Understanding of institutional onboarding process including AML/KYC and financial market requirements • Proven ability to design and implement new operating procedures that improve business performance and efficiency • Experience with multiple communication channels and integrated technical systems for voice, video conference, chat, and other online mediums • Accomplished in delivering highly automated onboarding processes that leverage technology to meet regulatory requirements in a scalable and client friendly manner • Ability to work in a fast paced, client deadline driven environment • BS/BA in Business, Computer Science or related field • Superior verbal, written, and communication skills • Excellent problem solving and analytical skills • Strong organizational and time-management skills • Team oriented and ability to networking with others and partnering with peers • Assertive, self-motivated and self-directed, possess high-level of initiative • Exceptional leader with proven ability to influence others • Proficiency in Microsoft Office

🏖️ Benefits

• Medical, Dental, and Vision insurance • 401(k) • Life and disability insurance