Senior KYC Onboarding Lead - Institutional Clients
$65kG MASS
Job Description
Job Description
Our client’s Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory requirements, and streamline compliance. Their solutions provide a single source of truth on customer and vendor data, enabling firms to reduce costs, reuse information efficiently, and improve operational processes through innovative technology.
We are seeking a Senior KYC / Onboarding Lead to work with a leading alternative investments firm in this client-facing role, where you will be leading and assisting with everything relating to the KYC and onboarding processes, including management of workflows and driving operational efficiency.
Responsibilities
- Serve as the primary point of contact for new client onboarding, ensuring timely and accurate completion of all onboarding deliverables.
- Provide end-to-end oversight of the onboarding process across multiple clients, independent of product type and in line with internal policies and regulatory standards.
- Review and interpret client legal, financial, and entity documentation to support onboarding approvals.
- Lead client-facing onboarding discussions, providing clear status updates and proactively managing risks or issues.
- Identify process gaps or inefficiencies within onboarding workflows and collaborate with stakeholders to implement improvements.
- Build strong working relationships with internal teams (Operations, Legal, Compliance, Technology) to ensure smooth onboarding execution.
- Provide day-to-day oversight, guidance, and quality assurance for a Junior Analyst supporting onboarding activities.
- Support long-term client relationships by delivering a controlled and efficient onboarding experience.
- Rapidly develop expertise in internal systems, tools, and client-specific onboarding requirements
Requirements
- 3+ years’ experience in a KYC / Onboarding role, ideally within Financial Services
- Familiarity with KYC constitutional documents and onboarding processes
- Strong analytical, project management, and problem-solving skills
- Excellent communication and presentation abilities
- Basic understanding of financial services and investment management operations
- High attention to detail with a focus on quality and process improvement
- Ability to work collaboratively with both senior and junior team members
- Proficient in Microsoft Office; strong Excel skills preferred
Benefits
Salary: up to $65k
Length: 12+ months, view to extension or permanent contract
Vacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Senior KYC Onboarding Lead - Institutional Clients in Andover, MA vacancy
- ...Description Job Description Our client's Networks group offers best... ...technology and industry-leading practices to help firms... ...technology. We are seeking a KYC / Onboarding Lead to work with a leading... ...with team members at both senior and junior levels. ~ Proficient...SuggestedPermanent employmentContract workWork at office
G MASS
Andover, MA8 days ago - Grassi in Needham, MA is looking for a Tax Senior to manage client engagements, supervise staff, and prepare complex tax returns. The ideal candidate will have a Bachelor's degree in Accounting and a minimum of 2 years of tax return preparation experience. Grassi offers...Senior
- An environmental consulting firm in Massachusetts is seeking a Seller-Doer to lead consulting projects and manage client relationships. The ideal candidate will have at least 10 years of environmental consulting experience, a minimum of a Bachelor's degree, and strong...SeniorWork at office
- A growing CPA firm in Wakefield, MA is seeking a full-time Tax Senior. The ideal candidate will have 3-5 years of accounting experience... ...include preparing tax returns and conducting planning for clients. The firm offers a competitive compensation and benefits package...SeniorFull time
$175k - $185k
KBW Financial Staffing & Recruiting is partnering with a client in Methuen, MA to identify an experienced Controller to join their accounting... ...strong technical accounting experience and a proven ability to lead a team. The ideal candidate holds a CPA and 5+ years of...Senior- Beth Israel Lahey Health in Burlington, MA, seeks a Manager of Physician & APP Recruitment and Onboarding to lead recruitment and onboarding across the system. You will partner with leadership to align hiring strategies, manage full-cycle processes for physicians and APPs...Senior
- A global documentation solutions leader in Chelmsford, Massachusetts is seeking a Client Success role focused on enhancing client experiences through effective onboarding and training. The ideal candidate will leverage their 3+ years of relevant experience and tech-savvy...Flexible hours
$132.4k - $251.6k
...meaningful problems that create a safer, more secure world. An exciting opportunity exists at Raytheon for an Engineering Manager to lead our Layout and Foundry Services team within the RF Microelectronics / Module Design & Foundry Services Department. The SeniorSection...SeniorTemporary workFor contractorsWork experience placementWork at officeRemote workFlexible hours$132.4k - $251.6k
...team solves tough, meaningful problems that create a safer, more secure world. An exciting opportunity exists at Raytheon for a Senior Section Lead - Production Test and Reliability to join our semiconductor foundry engineering leadership team within the RF...SeniorTemporary workFor contractorsWork experience placementWork at officeRemote workFlexible hours$60k - $75k
A well-established insurance agency in Lawrence, MA seeks an experienced customer service representative. You will manage client inquiries, assist with insurance coverage selection, and handle claims reporting. Successful candidates will possess strong organizational,...SeniorFull time- ...Developer to join the Charles River implementation team. The role involves Java and C# programming, leading multiple technical initiatives, and collaborating with clients and internal teams to deliver OMS implementations. You will participate in requirements gathering,...Senior
- A leading environmental engineering firm seeks an experienced professional to lead the growth of their industrial water/wastewater practice. This role involves engaging with clients, managing complex engineering projects, and overseeing technical coordination. Candidates...Senior
- Downtown Boulder Partnership is seeking a Senior Regulatory Affairs Specialist in Lawrence, MA. The role involves implementing regulatory strategies for product clearances and managing compliance with U.S. and international regulations. Candidates should have a BS degree...Senior
- Kaloutas is seeking a Lead Fireproofing Applicator to supervise on-site application on major commercial and industrial projects across New England. You will lead a crew, operate fireproofing equipment, and ensure accurate thickness while prioritizing safety. The ideal...Senior
- The Broad Institute of MIT and Harvard seeks a Senior Research Scientist to lead high-throughput CRISPR screening, focusing on iPSCs. You will design, execute, and analyze pooled CRISPR screens across cellular models, guiding library design, transduction, and readouts...Senior
$152.8k - $229.2k
...growth, and impact.A Day in the LifeThe Senior Principal Process Engineer for Dip Molding Centers of Excellence (CoE) Strategy Lead is part of the enterprise manufacturing technology... ...partnerships with suppliers, academic institutions, and industry organizations, and...SeniorFull timeH1bWork at officeLocal areaImmediate startRemote workFlexible hours- Charles River Development seeks Senior Consultants to lead the CRIMS implementations, defining client requirements, configuring the application, training users and testing workflows before go-live. The ideal candidate has 5+ years in financial IT, with front/middle/back...Senior
- Fresenius Medical Care seeks an experienced quality compliance professional to support conformance to quality systems for manufacturing and production. The role requires strong autonomy, training capabilities, and oversight of recalls and regulatory interactions. You will...Senior
- ...a Controller to oversee all finance, accounting, and reporting activities for a $40+ million nonprofit with 320 employees. You will lead day-to-day operations and ensure systems support program delivery and flawless audits. Reporting to the CFO, you will manage accounts...Senior
- MKS Instruments seeks a Senior Mechanical Engineer to lead the mechanical design, modeling, and packaging of advanced electro-mechanical systems across multiple product families. You will drive prototypes, testing, and qualification to deliver reliable, manufacturable...Senior
$140k - $225k
...experience , technical skills, leadership ability, and established client relationships. This position will require successful selling... ...with support from our business development team. Help lead the office in technical excellence and employee development and...SeniorFull timeWork at officeFlexible hours$115k - $125k
A leading professional services firm in Massachusetts is seeking a Tax Manager with at least 5 years of public accounting experience. The candidate will lead tax engagements, manage client communication, and mentor team members. A Bachelor's degree in Accounting is required...Senior- Aperture LLC in Burlington, MA seeks a Senior Mechanical Engineer to lead multidisciplinary forensic analysis, design remedial solutions, and manage client relationships on several projects. The role involves preparing technical reports, presenting expert testimony when...Senior
- Weston Solutions, Inc. seeks a Senior Environmental Scientist, Geologist, or Engineer to join... ...Program in the New England region. You will lead diverse environmental assignments, with a strong emphasis on field work and client coordination. The role emphasizes project...Senior
$35 - $45 per hour
A leading AV integration firm located in Chelmsford, Massachusetts seeks a Service Technician II to manage on-site installations and technical... ...technical troubleshooting skills across various AV platforms, client relationship management, and mentoring junior technicians. The...Senior$90k - $157.5k
Job DescriptionSaaS Onboarding Technical Manager Charles... ...industry. Our client base includes many of... ...investment and financial institutions. To better serve the growing... ...:We are seeking a senior technical leader to manage... ...clear communication.• Lead and mentor a team of...SeniorFull timeTemporary workFlexible hours- Macy’s is seeking a Cosmetics Client Development Manager to lead with passion, overseeing luxury cosmetics brands and coaching Beauty Advisors to deliver customer-centric service. You’ll build client relationships, use product knowledge, and mentor the team to achieve...Flexible hoursAfternoon shift
- Macy’s is seeking a Cosmetics Client Development Manager to lead the cosmetics department with passion, coaching Beauty Advisors and delivering exceptional, customer-centric service. You will build strong client relationships, leverage product knowledge, and drive sustainable...
- ADP Retirement Services in Salem, NH is hiring a 401(k) Client Service Manager IV to serve as a primary contact for a portfolio of retirement plan clients, delivering consultative service, addressing complex issues, and driving client satisfaction and retention. You will...Senior
- ADP Retirement Services is seeking a seasoned 401(k) Client Service Manager IV to lead a portfolio of retirement plan clients. You will provide consultative support, resolve complex issues, and foster long‑term retention through proactive service and strong partnerships...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior KYC Onboarding Lead - Institutional Clients. Be the first to apply!
Related searches
- senior network engineer remote Andover, MA
- senior manager legal Andover, MA
- senior staff systems engineer Andover, MA
- senior commercial counsel Andover, MA
- senior manager tax Andover, MA
- senior construction accountant Andover, MA
- senior living Andover, MA
- senior implementation project manager Andover, MA
- senior level Andover, MA
- senior consulting engineer Andover, MA