Private Wealth Ops Analyst: Onboarding & Client Service
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-01
Listing for:
Mission Staffing
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Analyst, Regulatory Compliance Specialist, Tax Analyst -
Business
Financial Analyst, Regulatory Compliance Specialist, Tax Analyst
Job Description & How to Apply Below
Mission Staffing represents a leading global asset management firm in New York City seeking an Associate/Analyst to join its Private Wealth Operations team. This role supports Private Wealth Advisors with client onboarding, account management, KYC, and operational support.
Responsibilities include onboarding new accounts, preparing documentation, processing maintenance, coordinating funding, and supporting alternative investments, while partnering with Compliance, Operations, and Advisors to
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×