Client Lifecycle Manager (Night Shift)

Manage the end-to-end onboarding process for new clients and accounts, ensuring a smooth transition from application to successful account activation. Prepare, review, and process account-opening documentation, transfer forms, agreements, disclosures, and related paperwork with a high degree of accuracy. Liaise directly with clients to obtain required documentation and signatures through electronic signature platforms and other approved channels. Coordinate account funding activities, including asset transfers, rollovers, and wire transactions. Provide exceptional client service by responding promptly to client queries and ensuring a positive onboarding experience. Partner with internal operations, client services, and support teams to facilitate efficient onboarding and resolve any issues that may arise. Maintain accurate records and ensure all onboarding activities comply with internal procedures and regulatory requirements.

Salt is acting as an Employment Agency in relation to this vacancy.