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We’re looking for a highly motivated individual to join our team and help support the private client side of our business. The individual will be expected to work with third party providers, such as State Street, SEI, and various custodians.
Key Responsibilities:
Coordinate with various internal teams to ensure timely, compliant, and successful onboarding of new clients
Handle requests for compliance and due diligence (KYC)
Centralize workflow operations and streamline data collection and distribution processes
Actively maintain client account updates, working with custodians and 3rd parties
Keep an eye on the details and look for ways to enhance our operations
Desired Profile:
Familiarity with working in a client support function within Financial Services
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