Investor Onboarding Specialist

Responsibilities:
Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients.
Conduct client due diligence (KYC/CDD) on new clients.
Research clients using open-source research such as government registries, etc.
Coordinate directly with Compliance to obtain relevant KYC requirements.
Develop and maintain procedural documentation and training materials in alignment with internal policies.
Handle escalated onboarding cases.
Participate in projects and any other special tasks assigned, such as automating key processes or leveraging technology solutions where appropriate.
Requirements:
Strong ownership mentality.
Strong written English communication skills.
Critical thinking, problem solving, and research skills.
Strong time management and multitasking skills.
Detail oriented.
Loves helping people.
Fluency with a second language is a plus.