Associate, Specialist, Account Opening & Static Data Control, Wealth Management Operations
Core
Support client onboarding operations including account opening and static data maintenance for Wealth Management customers.
Role type
Associate, Specialist in Wealth Management Operations
Builds
Client accounts and static data records for Wealth Management
Domain
Banking & Finance
Required skills
Account opening, static data maintenance, document review, maker-checker process, SLA management, audit support, regulatory reporting (FATCA/CRS), system updates
Preferred skills
Brokerage firm experience
Technologies
IT systems, operational banking processes
Responsibilities
Process client onboarding and account opening, review and update client documents/instructions, handle returned mail, ensure SLA delivery, assist in audit and regulatory reviews, respond to front/middle office enquiries
Seniority
Junior to Mid-level, hands-on IC