Wealth Management Operations Analyst (account Onboarding)
ITACCEL
New York City, New York, US
About the Role
Job Title
6-Month Contract Responsibilities include, but are not limited to:
- Open and maintain client accounts by collecting documentation, verifying information, and ensuring compliance with KYC/AML requirements
- Coordinate securities and cash transfers by working with internal teams and external partners to ensure accurate and timely processing
- Provide operational support for...
Responsibilities
- Open and maintain client accounts by collecting documentation, verifying information, and ensuring compliance with KYC/AML requirements
- Coordinate securities and cash transfers by working with internal teams and external partners to ensure accurate and timely processing
- Provide operational support for...
Qualifications
- Bachelor’s degree or equivalent experience
- Prior experience in wealth management operations or financial services preferred
- Understanding of KYC/AML requirements
Required Skills
KYC/AML
account opening
onboarding
operational support
securities transfers
Keywords
wealth management
operations
onboarding
account opening
compliance
Interested in this role?
Apply now and take the next step in your career.
Job Overview
Date Posted
1 week ago
Location
New York City, New York, US
Job Type
Full-time
Work Mode
Hybrid
Experience
6-12 years
Category
Finance accounting banking, Wealth management, Client onboarding
About the Company
I
ITACCEL
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