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Client Onboarding Supervisor Jobs in Ohio

Client Onboarding Officer /Senior Aml Analyst
By AllSTEM Connections At Columbus, Ohio Metropolitan Area, United States
• Management Experience preferred not required.
• Multi-tasker who can manage multiple streams of work concurrently
• 3 to 5 years of experience with in a financial services, operational or compliance fields
• Prior experience in Account opening, AML &/or KYC a plus
All Stem Connection is hiring for a Client in Banking industry for the role of Client onboarding
Pay - $40 to $45 /hr
Client Onboarding Officer Jobs
By AllSTEM Connections At Columbus, Ohio Metropolitan Area, United States
• Management Experience preferred not required.
• Multi-tasker who can manage multiple streams of work concurrently
• 3 to 5 years of experience with in a financial services, operational or compliance fields
• Prior experience in Account opening, AML &/or KYC a plus
All Stem Connection is hiring for a Client in Banking industry for the role of Client onboarding
Pay - $40 to $45 /hr
Iwealth Client Onboarding Jr. Analyst
By Santander US At , Miami, 33131, Fl
Assist in preparing information for the Compliance and Management Committees.
Provide administrative support to the Client Onboarding Team in special projects as assigned by unit manager.
Basic account opening documentation knowledge, including CIP, CDD ownership structures.
Support CIP procedures and due diligence as defined in the KYC and DD procedures manual.
Stay updated on BSA/Anti-Money Laundering/Terrorist Financing and applicable consumer regulations.
Maintain a good working relationship with business units and organizational groups within the Bank.

Are you looking for an exciting opportunity to lead a team of Client Onboarding Specialists? We are looking for a Client Onboarding Supervisor to join our team and help us provide exceptional customer service to our clients. You will be responsible for overseeing the onboarding process, ensuring that all clients receive a smooth and efficient experience. If you have a passion for customer service and are looking for a rewarding career, this could be the perfect job for you!

Overview:

The Client Onboarding Supervisor is responsible for overseeing the onboarding process for new clients. This includes ensuring that all necessary paperwork is completed, that the client is provided with the necessary information and resources, and that the onboarding process is completed in a timely and efficient manner.

Detailed Job Description:

The Client Onboarding Supervisor is responsible for overseeing the onboarding process for new clients. This includes working with the client to ensure that all necessary paperwork is completed, that the client is provided with the necessary information and resources, and that the onboarding process is completed in a timely and efficient manner. The Client Onboarding Supervisor will also be responsible for monitoring the progress of the onboarding process, providing feedback and guidance to the client, and ensuring that all onboarding requirements are met.

What is Client Onboarding Supervisor Job Skills Required?

• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong organizational and problem-solving skills
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of customer service principles and practices
• Knowledge of relevant regulations and laws
• Proficiency in Microsoft Office Suite

What is Client Onboarding Supervisor Job Qualifications?

• Bachelor’s degree in Business Administration, Finance, or a related field
• At least 3 years of experience in customer service or client onboarding
• Knowledge of customer service principles and practices
• Knowledge of relevant regulations and laws
• Proficiency in Microsoft Office Suite

What is Client Onboarding Supervisor Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of relevant regulations and laws
• Knowledge of onboarding processes and procedures
• Knowledge of customer relationship management (CRM) systems

What is Client Onboarding Supervisor Job Experience?

• At least 3 years of experience in customer service or client onboarding
• Experience in managing customer relationships
• Experience in developing and implementing onboarding processes

What is Client Onboarding Supervisor Job Responsibilities?

• Oversee the onboarding process for new clients
• Work with the client to ensure that all necessary paperwork is completed
• Provide the client with the necessary information and resources
• Monitor the progress of the onboarding process
• Provide feedback and guidance to the client
• Ensure that all onboarding requirements are met
• Develop and implement onboarding processes
• Manage customer relationships
• Ensure compliance with relevant regulations and laws