Senior New Account Onboarding - Wealth Management

2 days ago Be among the first 25 applicants

We are currently on the search for someone who carries experience with onboarding new accounts and conducting all operations related. This person will sit in a wealth management environment conducting back office operations.

Responsibilities:

• Facilitates the onboarding process for international clients, including individuals, complex corporate structures, and institutional investors, following established procedures.
• Assists branch support and recruits in opening new accounts, ensuring all required documentation complies with jurisdictional legal opinions, which may involve detailed client and account reviews.
• Maintains compliance by updating information on existing international accounts, including changes to addresses, phone numbers, and authorized individuals.
• Coordinates with departments such as AML, Tax Reporting, and Legal to ensure documentation and data align with firm policies and procedures.
• Provides informal guidance and training to support team members as needed.
• Reviews and tracks daily reports related to new and existing international accounts.
• Handles sensitive information with discretion, making informed decisions and offering solutions to complex situations.
• Oversees and promptly resolves branch inquiries and concerns, ensuring a high level of client service.

Qualifications:

• 4+ years of experience working with new accounts and back-office operations with primarily international clients within a banking or wealth management.
• Bachelor's degree in related field (Finance, Business Administration, Economics, etc.)
• FINRA licenses preferred but not required

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Analyst
• Industries Banking, Financial Services, and Investment Banking

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Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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