Mid-Level
WKO Middle Office Senior Associate
Job responsibilities
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Support KYC process including: documentation analysis and control, local due diligence workflow and client reference data through direct interaction with key partners (relationship managers, case leads, Hub, Legal and Compliance);
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Conduct client outreach and follow up on Client pending documentation;
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Work closely with Sales and clients in facilitating on-boarding requests;
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Assisting internal questions about onboarding status;
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Provide support and facilitate KYC process for multiple LoBs, as per the local and global policies;
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Liaise with Client Onboarding, reference data hubs and other supporting areas as Legal, Sales Support, Compliance, Technology and global partner teams.
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Maintain a good control environment by tracking the E2E on-boarding workflow, e.g. KYC approval, storage of on-boarding documents, etc
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Monitor and review metrics and reconciliation reports;
Required qualifications, capabilities, and skills
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Strong partnership and coordination skills;
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Ability to identify problems and drive to resolution;
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Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
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Extreme attention to details;
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Experience with KYC and local documentation requirements for on boarding clients
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English and Portuguese fluency
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Strong skill in MS Excel
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