Overview
Analyst, Client Onboarding Specialist – MUFG (Sydney/Melbourne) – Full time. The role is part of the GCIB Middle Office team in Australia and focuses on delivering a seamless onboarding journey for Corporate and Financial Institution clients, supporting revenue-generating activities and exceptional customer experience.
What you'll be doing
* Facilitate every stage of the onboarding journey from initial engagement through document preparation to final account setup, ensuring compliance with regulatory standards while maintaining efficient turnaround times.
* Manage end-to-end onboarding of Corporate and Financial Institution clients by engaging with clients, coordinating internal resources, resolving issues promptly, and orchestrating the onboarding process.
* Communicate onboarding requirements clearly to clients alongside KYC teams, ensuring expectations are understood and met.
* Promote collaboration by fostering strong connections between clients, Relationship Managers, and KYC teams.
* Ensure compliance with all legal and regulatory requirements during onboarding, including checks such as FACTA, CRS, and OTC regulations.
* Assist clients with document preparation (agreements, account setup, and other essential documentation); independently review onboarding documents for accuracy.
* Maintain fast turnaround times with minimal rework or refer-backs, focusing on first-time-right outcomes with minimal touch points.
* Receive Deal Handover Forms from Relationship Managers or product teams, set up internal calls if complex implementation requires clarification.
* Draft onboarding document requirements with high-level plans, timelines, documentation lists, and next steps; establish communication protocols for contacts, frequency, and methods of recurring meetings.
* Gather and share all necessary documentation (KYC requirements, Board Resolutions, Account Opening forms, product-related documents) and coordinate additional KYC needs as required between client and KYC team.
* Collect signed documentation from clients and coordinate internal registration and setup with various middle- and back-office teams; ensure documents, pricing, and fees are accurately captured in systems before go-live.
What we are looking for
* Comprehensive familiarity with KYC requirements specific to Corporate and Financial Institution sectors, plus hands-on customer-facing experience.
* At least three years' proven experience in client onboarding within the banking sector (Corporate and Financial Institution clients).
* Undergraduate degree in Business, Commerce or Law from a leading university relevant to financial services.
* Comprehensive knowledge of KYC requirements related to Corporate and FI onboarding processes.
* External customer-facing experience essential for effective communication and relationship-building.
* Exceptional written and verbal communication skills; ability to convey information clearly across diverse audiences.
* Ability to work collaboratively across departments and foster cooperation among colleagues from different functions.
* Meticulous attention to detail and strong organizational skills for accurate documentation handling.
* Excellent interpersonal skills and presentation abilities for engagement with internal stakeholders and external clients.
* Commitment to being a dependable team player who values communal success.
* Enthusiasm for continuous improvement and initiative-taking qualities that drive positive change within the team.
Our culture
MUFG fosters a highly professional, supportive work environment that enables employees to help maximize our customers' prosperity. We focus on building long-term customer relationships and giving back to communities to develop shared and sustainable growth. MUFG is an equal opportunity employer and is committed to hiring based on merit and organizational fit, regardless of race, religion or gender.
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