Business Manager, Institutional Equities
CLSA(5 months ago)
About this role
A Client Onboarding Associate at CITIC CLSA supports the end-to-end onboarding lifecycle for new clients, ensuring accurate documentation and regulatory compliance. The role works with internal teams and management to support process improvements and provide reporting that informs operational decisions.
Required Skills
- Client Onboarding
- KYC
- AML
- Documentation Review
- Compliance
- Reporting
- Microsoft Excel
- Communication
- Project Management
Qualifications
- Bachelor's Degree in Finance, Business or Economics
- Series SIE
- Series 99
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