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Client Onboarding & Implementation Associate

Client Onboarding & Implementation Associate

Instant ImpactStamford, CT, United States
1 day ago
Job type
  • Full-time
  • Permanent
Job description

About the Role

Instant Impact is hiring for a new Client Onboarding & Implementation Associate to join an expanding UK headquartered financial services business' U.S. Operations team. This role is perfect for someone who enjoys building relationships, managing processes, and ensuring a seamless onboarding experience for financial and corporate clients.

What You’ll Do

  • Manage the end-to-end onboarding process for new clients — from due diligence to activation.
  • Coordinate enhanced due diligence (EDD) for financial institution clients.
  • Support connectivity setup across channels including APIs, SWIFT, and host-to-host.
  • Partner with internal stakeholders across Operations, Compliance, and Technology.
  • Identify process improvements to enhance efficiency and client experience.

What We’re Looking For

  • Experience in client onboarding, implementation, or operations within financial services or banking.
  • Strong knowledge of KYC / EDD, compliance requirements, and client integration.
  • Excellent communication, organisation, and stakeholder management skills.
  • A proactive mindset and ability to work in a fast-paced, collaborative environment.
  • Location : Stamford, CT (4 days a week in office)

    Employment Type : Full-time, Permanent

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    Onboarding Associate • Stamford, CT, United States

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