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2 Onboarding jobs

Processing incoming clients and onboarding clients successfully  to become  a client of a broker.

Coinbase
Full time
 
Senior Institutional Client Onboarding Product Manager
Coinbase <div class="content-intro"><p><span style="font-weight: 400;">At Coinbase, our mission is to</span><a href="https://blog.coinbase.com/our-mission-strategy-and-culture-18a92a3bb0fa"><span style="font-weight: 400;"> </span><span style="font-weight: 400;">in
At Coinbase, our mission is to increase economic freedom around the world , and we couldn’t do this without hiring the best people. We’re a group of hard-working overachievers who are deeply focused on building the future of finance and Web3 for our users across the globe, whether they’re trading, storing, staking or using crypto. Know those people who always lead the group project? That’s us. There are a few things we look for across all hires we make at Coinbase, regardless of role or team. First, we look for candidates who will thrive in a culture like ours, where we default to trust, embrace feedback, and disrupt ourselves. Second, we expect all employees to commit to our mission-focused approach to our work. Finally, we seek people who are excited to learn about and live crypto, because those are the folks who enjoy the intense moments in our sprint and recharge work culture. We’re a remote-first company looking to hire the absolute best talent all...

May 10, 2023
Interactive Brokers
Full time
 
Client Onboarding Associate
Interactive Brokers Tokyo, Japan
Part of the role will be to facilitate the client onboarding process by providing account opening guidance while building and maintaining long-term customer relationships as we expand our global service offerings with a focus on Japan. The successful candidate will be the first and most important impression new customers have of Interactive Brokers Securities Japan Inc. Responsibilities : Process new account opening documentation for retail and institutional clients in accordance with rules and regulations; Perform due diligence review and cross reference with multiple databases to ensure regulatory aspects of AML and KYC are completed prior to account opening; Correspond to inquiries and concerns externally with retail and institutional clients via telephone, e-mail and on-line chat; internally to sales representatives and customer service representatives; Research and resolve a wide variety of client question/issues on the account opening process; Multitask with a...

Mar 22, 2023
OneZero
DMALink
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