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rothschildco
A Client Onboarding Specialist at Rothschild & Co in Milan manages the end-to-end onboarding process for private and institutional Wealth Management clients. The role ensures strict compliance with global financial regulations such as AML/CFT, MiFID II, FATCA/CRS while handling moderately complex cases with autonomy. Key duties include performing KYC/CDD activities, verifying documentation, identifying Ultimate Beneficial Owners, and analyzing client risk profiles within the Operations department.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for rothschildco.
53% below the average for this role