Kforce Onboarding Specialists in Brooklyn, New York

Kforce has a client seeking Onboarding Specialists in Brooklyn, New York (NY).Summary:The Onboarding Specialists will be part of the global Middle Office Operations team supporting all aspects of client onboarding to include the fulfillment of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. The Onboarding Specialists will partner with the Onboarding Officers to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships.Responsibilities:

  • Intimately involved with the client onboarding and account opening process in the Global Wealth Management

  • Combining their knowledge and skills with the available technological tools, Onboarding Specialists pre-fill account opening documentation for clients, review completed documentation packages, complete data collection, coordinate with different functional areas to resolve any documentation issues, and respond to client and internal inquiries in a timely and personalized manner

  • Expected to master all of the technology utilized in the client on-boarding and account opening process

  • As technology evolves, Onboarding Specialists are expected to learn and master the new technology to improve efficiency and optimize execution, tracking and control capabilities

  • Accountable for coordinating the participation of Marketers, Product Specialists, Risk, Legal, Technology and Operational Support personnel, where required

  • Expected to meet the needs of clients while adhering to the firm's established policies and procedures

  • Provide backup and coverage for other team members and perform other duties or special projects as required

  • College degree or equivalent experience

  • Prior experience in AML/KYC a plus

  • Client Onboarding and/or documentation analysis experience a plus

  • Excellent oral and written communication skills

  • Ability to get up to speed quickly with new or unfamiliar subject matter

  • Ability to develop strong relationships with both integrated team partners and clients

  • Ability to review, validate and authorize documentation with strong attention to detail

  • Track and communicate and respond to inquiries related to documentation status/issues

  • Ability to pre-fill account opening documentation through requests from bankers and or product specialists

  • Ability to take the lead in unstructured situations and ensure an optimal client experience

  • Strong understanding and experience with Microsoft Suite applications

  • Strong organizational and multi-tasking skills

  • Strong analytical and problem solving skills

  • Working knowledge of quality control techniques/procedures

  • Some understanding around the governing documentation of a legal entity (legal entity structures, operating LLC's, bi-laws, etc) preferred

  • Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals

  • Demonstrated experience as a key contributing member of a high performing organization

  • Ability to work under pressure and to fixed deadlines

  • Spanish or Portuguese oral and written proficiency strongly preferred

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Compensation Type:Hours