Lead New Business Onboarding Specialist
hace 3 días
We are seeking a highly skilled Lead New Business Onboarding Specialist to join our team at Baasi. As the Senior Business Operations Manager, you will play a critical role in ensuring the efficient and effective onboarding of new clients and matters.
Job DescriptionThe successful candidate will be responsible for providing an efficient and effective service to In-Market personnel, including Firm Partners and offices when opening new and existing client registrations and matters. Key responsibilities include:
- Supporting the Service Owner of Intake to effectively supervise the New Business Intake (NBI) team and operations.
- Providing guidance to Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations.
- Supervising some NBI staff based in the Buenos Aires Center.
- Bachelor's Degree.
- Experience working in a professional services environment with a focus on client onboarding, conflict analysis, compliance, Risk, or AML/KYC.
- Supervisory experience.
- Excellent English language skills (written, oral).
- Knowledge of U.S. Anti-Terrorist Financing/AML/KYC and OFAC experience preferable.
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Client Onboarding Specialist
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Client Support
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Hubspot Implementation and Onboarding Specialist
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New Business Intake Team Lead
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