Client Onboarding Specialist (Finance) at Deloitte, Los Angeles, California

Company Overview:
Deloitte is a globally recognized professional services firm specializing in audit, tax, consulting, and advisory services. With a strong presence in the banking and finance industry, Deloitte is committed to delivering innovative solutions to its clients to help them navigate complex financial landscapes.

Key Responsibilities For Client Onboarding Specialist (Finance):
- Serve as the primary point of contact for new client onboarding in the finance sector.
- Coordinate with internal teams to ensure seamless integration of new clients into Deloitte's systems.
- Conduct thorough client due diligence and verification processes to comply with regulatory requirements.
- Provide exceptional customer service to clients during the onboarding process, addressing any queries or concerns promptly.
- Collaborate with relationship managers and other stakeholders to tailor onboarding processes according to client needs.
- Maintain accurate records and documentation related to client onboarding activities.

Required Qualifications:
- Bachelor's degree in Finance, Business Administration, or related field.
- 2+ years of experience in client onboarding within the banking or finance industry.
- Strong understanding of financial regulations and compliance requirements.
- Excellent communication skills, both written and verbal.
- Ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
- Proficiency in MS Office suite and CRM systems.

Desired Skills:
- Certification in Anti-Money Laundering (AML) or Certified Financial Planner (CFP) is a plus.
- Experience working with high-net-worth clients or institutional investors.
- Knowledge of financial products and services offered by Deloitte.
- Ability to identify process improvements and enhance efficiency in client onboarding procedures.
- Strong analytical skills and attention to detail.

Compensation & Benefits:
The Client Onboarding Specialist position at Deloitte in Los Angeles, California offers a competitive annual salary range of $60,000 - $80,000, commensurate with experience. In addition to salary, Deloitte provides a comprehensive benefits package, including health insurance, retirement plans, paid time off, professional development opportunities, and more.

How to Apply:
To apply for the Client Onboarding Specialist (Finance) position at Deloitte in Los Angeles, California, please visit our careers website and submit your resume along with a cover letter highlighting your relevant experience and qualifications. We look forward to reviewing your application and potentially welcoming you to our dynamic team at Deloitte.