Shared Services Institutional Client Onboarding
1 month ago
Overview:
Determines the appropriate action and executes those actions based on knowledge and experience in support of the client onboarding (Account Opening/KYC (Know Your Customer)/Funding) activities performed in support of Wealth and Institutional Services Division's (WISD) Global Capital Markets business. Responsibilities are targeted for one or two key disciplines within the Centralized Account Opening Section (CAOS) for a specific subset of products.
Primary Responsibilities:
- Open and code accounts on the Bank’s accounting platform.
- Analyze and interpret inputs to determine course of action; manage conflicting priorities throughout the day as required.
- Communicate with internal and external business partners and related service partners as required.
- Escalate non-standard or high risk exceptions to more experienced personnel as appropriate.
- Prioritize and manage own workload to meet service level agreements and internal service delivery standards.
- Identify and report all risk and compliance issues, breaches and suspicious activities to management.
- Support and recommend implementation of process improvements in the area.
- Interpret data received from internal and external parties to process moderately complex tasks with an appropriate understanding of priority.
- Provide direction to and work directly with clients and client-facing staff to satisfy requirements such as CIP (Customer Information Profile), CDD (Customer Due Diligence), etc.
- Review documents, open and code accounts on the Trust Accounting platform, and complete key activities in the KYC workflow for new clients.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
- Promote an environment that supports diversity and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
Scope of Responsibilities:
This position is within the Client Onboarding and Support Team (COAST).
Education and Experience Required:
Combined minimum of 5 years’ higher education and/or work experience
Comfortable operating in a team environment
Experience using word processing and spreadsheet software
Willing to work a flexible schedule as needed
Effective verbal and written communication skills
Education and Experience Preferred:
Bachelor’s degree
Minimum of 2 years’ experience in financial services industry
Understanding of financial products
Knowledge of pertinent Bank systems
Ability to work under time constraints
Location
London, United Kingdom
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