Client Onboarding Senior Associate

Set the tone for a clients first experience with usand help them expand confidently into new markets. As a Client Onboarding Manager youll lead end-to-end onboarding that includes account opening cash management setup and completion of required due diligence. Youll act as a trusted advisor to clients and a project leader for banking and product partners keeping work moving with clear plans strong communication and disciplined risk management. If you enjoy complex onboarding relationship building and driving progress across teams this role offers meaningful global impact.

As a Client Onboarding Manager in the Global Corporate Banking Onboarding team you will lead the end-to-end onboarding experience for corporate clients including account opening product setup and completion of due diligence requirements. You will partner directly with clients bankers and product teams to define onboarding strategies set expectations and deliver on timelines using strong project management practices. You will help clients navigate onboarding as they expand internationally while ensuring accuracy policy adherence and a strong control environment.

Job responsibilities

• Own the client onboarding experience as the single point of contact ensuring client satisfaction throughout onboarding.
• Manage global account opening and standard product implementation requests across multiple entities and jurisdictions.
• Develop and execute implementation plans with clients and banking teams setting clear expectations and timelines.
• Coordinate communications status updates and issue resolution with clients and internal partners.
• Support sales and banking teams in pitches and requests for proposals to help drive business growth.
• Provide subject matter expertise on international regulatory requirements documentation products and services.
• Partner with transformation and product teams to perform user testing and platform enhancement testing for internal tools.
• Prioritize daily workload to maximize productivity and meet deadlines in a fast-paced environment.
• Train junior team members and support their development in onboarding activities.
• Improve onboarding procedures through process improvement initiatives that enhance efficiency and client experience.

Required qualifications capabilities and skills

• Have 8 years of experience in operations project management accounting technology analytics training or process improvement with exposure to client interactions.
• Demonstrate ability to work effectively with cross-functional teams in a fast-paced dynamic environment.
• Demonstrate excellent written and verbal communication skills.
• Demonstrate strong attention to detail to ensure accuracy and compliance with policies.
• Demonstrate strong time management skills including ability to prioritize tasks and meet deadlines.
• Demonstrate strong analytical and problem-solving skills with a focus on client service and satisfaction.
• Demonstrate ability to identify and mitigate potential risks.
• Demonstrate ability to learn and adapt to new technologies with proficiency in Microsoft Word Excel and PowerPoint.
• Demonstrate professionalism and integrity in all interactions.
• Demonstrate a continuous improvement mindset including identifying opportunities for process enhancement and innovation.

Preferred qualifications capabilities and skills

• Demonstrate experience planning executing and overseeing projects including participation in process improvement initiatives.
• Demonstrate familiarity with project tracking tools used to monitor progress and changes.
• Demonstrate experience using project management or design tools and openness to learning new systems.
• Demonstrate hands-on experience with automation or artificial intelligence tools (for example Alteryx UiPath or Copilot).
• Demonstrate familiarity with coding languages such as Python or JavaScript.
• Demonstrate experience building websites or interest in web technologies.