Client Onboarding & Implementation Associate
Instant ImpactStamford, CT, US19 hours ago
Job type
- Full-time
- Permanent
Job descriptionExperience 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.
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
Location : Stamford, CT (4 days a week in office)
Employment Type : Full-time, Permanent
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Onboarding Associate • Stamford, CT, US