Client Onboarding & Accounts Associate

WillHire; Memphis (TN); On-site; USD 27,428 - 36,575; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

WillHire in Memphis, TN is seeking a client-focused specialist to establish and maintain relationships and accounts, resolve issues, and support branch operations under supervision.

This onsite role requires compliance with AML/KYC, clear documentation, accuracy in data review, and collaborative problem solving, with opportunities to participate in projects and testing. Candidates should be local to Memphis and able to work onsite.

Qualifications

• Knowledge of client onboarding processes and account maintenance.
• Familiarity with AML and KYC policies and procedures.
• Ability to review legal documents and interpret requirements.
• Strong written and verbal communication skills.

Responsibilities

• Answer questions from financial advisors and sales staff about accounts.
• Open new client accounts and ensure documentation meets policy.
• Enforce documentation requirements to comply with regulations.
• Review data, identify issues, and implement solutions.
• Maintain detailed records of client requests and actions.
• Support department projects, testing, and training activities.

Skills

Client relationships

Attention to detail

Communication

Problem solving

Education

High School Diploma

College degree preferred

Job description

WillHire in Memphis, TN is seeking a client-focused specialist to establish and maintain relationships and accounts, resolve issues, and support branch operations under supervision.

This onsite role requires compliance with AML/KYC, clear documentation, accuracy in data review, and collaborative problem solving, with opportunities to participate in projects and testing. Candidates should be local to Memphis and able to work onsite.