Client Data Associate I

Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service.

Job Summary

The Business Support professional will partner with stakeholders across regions and functions to ensure alignment with firm standards, support regulatory compliance, and drive operational excellence. The role requires strong analytical skills, adaptability, and the ability to work both independently and collaboratively.

Job Responsibilities

• Develop and maintain expertise in WKO policies, procedures, and systems.
• Contribute to risk and control inventory, ensuring effective controls are in place.
• Provide management with key metrics and reports on quality framework progress and findings.
• Participate in projects aimed at enhancing the KYC framework.
• Build strong internal partnerships, proactively addressing challenges and roadblocks.
• Stay informed on process, procedural, and regulatory changes, assessing impacts on ongoing work.
• Manage workload and priorities, escalating key risks / issues as needed.
• Identify and implement process improvements, supporting business and technology initiatives.

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills