Senior Account Onboarding - Wealth Management

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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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