Senior International Onboarding Lead - Wealth Mgmt

Ascendo Resources; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A financial services firm is seeking a Senior New Account Onboarding professional to oversee the onboarding process for international clients in a wealth management setting. Candidates should have over 4 years of experience in back-office operations and a bachelor's degree in a related field. The role involves ensuring documentation compliance, providing guidance to team members, and maintaining high levels of client service. The firm offers a competitive salary in the range of $60,000 to $90,000, with additional benefits including medical and vision insurance, a 401(k), and paid parental leave.

Qualifications

• 4+ years of experience with new accounts and back-office operations.
• Experience with international clients preferred.
• FINRA licenses preferred but not required.

Responsibilities

• Facilitates the onboarding process for international clients.
• Ensures documentation compliance and reviews accounts.
• Coordinates with departments to align data with firm policies.

Skills

Onboarding

Process compliance

Client management

Education

Bachelor's degree in Finance, Business Administration, Economics

Job description

A financial services firm is seeking a Senior New Account Onboarding professional to oversee the onboarding process for international clients in a wealth management setting. Candidates should have over 4 years of experience in back-office operations and a bachelor's degree in a related field. The role involves ensuring documentation compliance, providing guidance to team members, and maintaining high levels of client service. The firm offers a competitive salary in the range of $60,000 to $90,000, with additional benefits including medical and vision insurance, a 401(k), and paid parental leave.