Client Onboarding Specialist

Infotree Global Solutions • Capon Bridge, WV

8d • Onsite

About The Position

We are currently recruiting a Client Onboarding Specialist for a full-time or contract position based in Warsaw. In this role, you will be integrated directly into the internal Client Implementation team of an international financial institution. Your main focus will be to ensure that institutional clients are successfully connected to the firm's systems, acting as the central point of contact for account setup and regulatory verification.

Requirements

• Work experience in Client Onboarding, KYC, AML, or Client Due Diligence.
• Fluent in written and spoken English.
• Ability to handle multiple onboarding requests at the same time.
• Structured approach to task management and documentation.

Responsibilities

• Manage client account setups from initial request to activation for asset managers, hedge funds, and corporate clients.
• Coordinate daily with Sales teams to set priorities and track account processing schedules.
• Review AML, KYC, and legal entity requirements to verify regulatory compliance.
• Track fund launch dates and trade execution deadlines to open accounts on time.
• Resolve operational issues and documentation gaps during the onboarding process.

Benefits

• Direct work with institutional financial products and market regulations.
• Work in an international team environment alongside subject matter experts across global markets.
• Remuneration aligned with experience.
• Standard employee benefit package.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed