About the Position:
We are looking for a dynamic and detail-oriented professional to join our Regulatory Due Diligence (RDD) team. This role is part of the Client Onboarding function within the Global Banking & Markets Operations division. The successful candidate will play a key role in ensuring regulatory compliance, enhancing the onboarding process, and maintaining data quality for both new and existing clients.
Responsibilities:
- Conduct regulatory adherence checks to ensure compliance with CFTC Dodd-Frank, SEC SBS, and EMIR regulations.
- Approve the opening of new accounts in accordance with regulatory frameworks.
- Collaborate with internal teams (Compliance, Legal, Credit, Sales, and Operations) to facilitate client onboarding and manage regulatory requirements.
- Lead process improvements and implement efficiencies in regulatory due diligence procedures.
- Address client queries regarding account setup and maintenance.
- Drive project management initiatives, from small enhancements to large-scale global projects.
- Ensure timely escalation and resolution of potential client relationship issues.
- Maintain a high standard of communication to support client service excellence.
- Participate in regular meetings to ensure clarity and consistency in workflows.
- Develop reporting mechanisms and optimize operational efficiencies. Must-Have:
- Bachelor’s degree.
- Strong communication skills, both written and verbal.
- Ability to engage professionally with clients and senior stakeholders.
- Critical thinking and problem-solving skills.
- Proactive, self-motivated team player with a strong sense of ownership.
- Excellent organizational skills to manage a dynamic workload.
- Proven analytical skills with meticulous attention to detail.
- Proficiency in Microsoft Office and web-based applications.
Nice to Have:
- Experience in a client-facing role within the financial services industry.
- Familiarity with global regulatory frameworks, particularly in prime brokerage, futures, and derivatives.
- Ability to manage projects and deliver solutions in a fast-paced environment.
- Experience in cross-functional collaboration, especially with technology and compliance teams.
- Strong aptitude for building relationships with internal and external stakeholders.