Location
halifax, halifax county, Canada
Posted
July 16, 2026
Job Description
Become a vital team member at Butterfield as a Client Services Analyst III, specializing in client onboarding, financial risk assessments, and compliance management. This role offers excellent independence and career development.
As a key player in the Client Services Team, you'll navigate complex client cases with a focus on preventing financial crime. You'll conduct essential reviews, document source of wealth, and manage ongoing compliance processes to ensure that all activities align with internal standards and regulations. Your expertise will enhance relationships between clients and Front Line Staff.
Key Responsibilities:
• Manage client case workflows effectively
• Review and assess client onboarding documentation
• Execute financial crime risk assessments thoroughly
• Initiate enhanced monitoring for high-risk transactions
• Provide prompt responses to RM and client inquiries
Requirements:
• Post-secondary education or extensive industry experience
As a key player in the Client Services Team, you'll navigate complex client cases with a focus on preventing financial crime. You'll conduct essential reviews, document source of wealth, and manage ongoing compliance processes to ensure that all activities align with internal standards and regulations. Your expertise will enhance relationships between clients and Front Line Staff.
Key Responsibilities:
• Manage client case workflows effectively
• Review and assess client onboarding documentation
• Execute financial crime risk assessments thoroughly
• Initiate enhanced monitoring for high-risk transactions
• Provide prompt responses to RM and client inquiries
Requirements:
• Post-secondary education or extensive industry experience