Client Onboarding Specialist (Finance) at PwC, Baltimore, Maryland

at PwC

Job Description

Company Overview:
PwC is a globally recognized professional services firm providing advisory, tax, and assurance services to clients across various industries. With a strong focus on innovation and excellence, PwC is committed to delivering value and driving growth for its clients. In Baltimore, Maryland, PwC operates as a key player in the banking and finance sector, offering top-notch services to a diverse clientele.

Key Responsibilities for Client Onboarding Specialist (Finance):
- Manage the end-to-end client onboarding process, ensuring compliance with regulatory requirements and internal policies.
- Conduct thorough client due diligence, KYC, and AML checks to mitigate risk and ensure the integrity of client relationships.
- Collaborate with internal stakeholders such as relationship managers, legal, and compliance teams to expedite the onboarding process.
- Provide exceptional service to clients by addressing inquiries, resolving issues, and facilitating a seamless onboarding experience.
- Stay updated on industry trends, regulatory changes, and best practices to enhance the client onboarding process.

Required Qualifications:
- Bachelor's degree in Finance, Business Administration, or a related field.
- 2+ years of experience in client onboarding within the banking or financial services industry.
- Strong knowledge of regulatory requirements such as KYC, AML, and CDD processes.
- Excellent communication skills with the ability to interact effectively with clients and internal teams.
- Detail-oriented with a focus on accuracy and compliance in client onboarding procedures.

Desired Skills:
- Professional certifications such as CAMS, CFE, or CRCM.
- Experience working with client onboarding systems and platforms.
- Ability to analyze complex financial information and identify potential risks.
- Multilingual proficiency to cater to a diverse client base.
- Strong problem-solving skills and the ability to work effectively under pressure.

Compensation & Benefits:
The annual salary range for the Client Onboarding Specialist (Finance) position at PwC in Baltimore, Maryland, is competitive and commensurate with experience. In addition to the salary, PwC offers a comprehensive benefits package that includes 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 PwC in Baltimore, Maryland, please visit our careers website and submit your application online. We look forward to reviewing your qualifications and potentially welcoming you to our dynamic team at PwC.

Required Skills

  • GAAP
  • Financial reporting
  • Month-end close
  • Reconciliations

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