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Client Onboarding, KYC Support (273965)

ASK Consulting
York, NY Contractor
POSTED ON 2/25/2026
AVAILABLE BEFORE 4/25/2026
"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".Job Title: Client Onboarding, KYC SupportLocation:  New York, NYDuration: 12 MonthsPay range: $27-29/hr. Job Description:Primary Responsibilities:Business Management supporting CAO for TEMCO (Transformation, E*TRADE, Client Onboarding, KYC Ops) n within Wealth Management OperationsPartner with Finance, Operations leads, and HR supporting Senior LeadersStrategic support for executive communicationsManage complex processes and/or support significant process management/project effortsAnalyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolutionBuild and manage relationships with business unit partners, other Client infrastructure departments, and external contact points in Client organizationsMaintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (eg: expense and headcount), managing vendor engagements (eg: contract negotiation, RFPs), and managing the hiring pipeline (eg: prioritization, approvals)Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact TEMCO (sub-silo) financials and organization.Execute groups vendor strategy by partnering with sourcing on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completionManage & implement groups location strategy commitmentsPartner with recruiting & hiring managers to manage open requisitions & offer approvalsMaintain transparency on the state of the organization through metrics, project plans, and status reportsCreate and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives.Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.Support recurring and ad hoc reporting & requestsSkills Required:Minimum 4-5 years experience supporting operationsfluency in excel and pptfamiliarity in financial forecasting, headcount and vendor managementexhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment- support recurring and ad hoc reportingability to take initiative and thrive in a collaborative, team environmentFront-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and proceduresAbility to think commercially, understand the impact of initiatives, risks on the operational budgetAbility to address non-standard issues within area of expertiseCulture carrier and role model, representing and leading the Firms core values to influence and motivate those around youAt least 4-5 years relevant experience would generally be expected to find the skills required for this roleStrong process management and analytical skillsHighly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior managementAbility to take initiative and thrive in a collaborative, team environmentAbout ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunitiesASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.

Salary : $27 - $29

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