· Phone Cold calling and if needed attend meeting with new prospects (clients to be) to collect required legal documents and associated information to meet all regulatory and internal policies.
· Support front office team with adding new clients on our system records.
· Act as the new clients’ point of contact by addressing their issues and concerns and providing resolutions to their queries in line with our internal policies, the regulatory environment and market practices.
· As required by the Front Office, prepare, and submit Client Due Diligence files (KYC). Ensure accuracy of the information.
· Act as a KYC and AML subject matter expert.
· Liaise with business owners to confirm the client activity and confirm the need for renewing on-boarding status or refer for offboarding.
· Discuss and escalate Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues.
· Ensure that Client requirements and Sales mandates are delivered with a sense of urgency.
· Build strong relationships with all internal other teams to facilitate client timelines.
· Responsible for all the pre-sales and operational support for our new client base.
Job Requirements.css-1t5f0fr{font-size:14px;font-weight:400;font-style:normal;letter-spacing:-0.35px;line-height:22px;color:#001433;word-break:break-word;}.css-1t5f0fr p{margin-top:12px;margin-bottom:12px;}.css-1t5f0fr ul,.css-1t5f0fr ol{list-style-type:disc;padding-left:18px;}@media screen and (max-width: 991px){.css-1t5f0fr{padding:0 12px;}}· 1-3 years of Brokerage and/ or Call Center experience· Understanding Global equity derivatives, equities, fixed Income, and other global products.· Excellent written and verbal communication English language· Proven Sales interpersonal, team-oriented skills.
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