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Online Resumes with "Client Onboarding"
As a highly accomplished Financial Services Professional, I have successfully led the management of operations in support of domestic and international hedge funds and prime brokerage activities throughout my career. Gaining expertise by expanding my knowledge, I implement a prime commercial, orientation, market and product knowledge approach to all projects. My capacity to implement and improve business technology systems,...
Provide top tier operational support to ultra high net worth client segment. Establish and maintain a team focused environment that centers on client goals and while ensuring profitable revenue streams for the underlying success of the organization.
Senior financial industry professional contributing to the success of some of the largest financial institutions in the industry. Established a proven track record of accomplishment as a strong leader who drives results and possesses the ability to employ creative and strategic vision in managing large, complex projects. Successful history in meeting or exceeding both performance expectations and financial goals while d...
“Obtain a position as a team-player in a people-oriented organization where I can maximize my customer-service experience in a challenging environment to achieve the corporate goals.”
A forward-thinking and resourceful business development manager with extensive experience in business analysis, software implementation, project management, relationship management, product development, strategic planning, and process improvements. Partners with clients to expand product use and maximize the value proposition of software investments. A driven and motivating leader who ensures requirement compliance and embr...
Seeking a position in Chicago that would utilize my knowledge of both the business and technical aspects of the financial industry.
looking for a position in Onboarding and/or Business Development team in financial services industry
Tags for this Online Resume: Client Onboarder
I am a New Account Processor with over 10 years experience with a Broker Dealer. I have extensive knowledge with KYC and AML processing. I completed a wide range of administrative duties pertaining to new client onboarding.
Accomplished financial professional with 8 years of AML, BSA, Client Onboarding and KYC knowledge. Adaptable, detail oriented with strong technical and analytical skills. Excellent investigative research skills and proven success in achieving and exceeding company goals and objectives.