Wealth Management Client Associate

We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors.

Responsibilities

• The New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accounts
• This role includes using critical thinking skills, reviewing documents and data, and supporting branch offices to onboard and maintain foreign accounts
• Investigate and review documentation for opening new international accounts, including complex entities
• Provide support and guidance to branch offices regarding legal opinions for international jurisdictions and documentation required based on each account type
• Process and update information on existing international accounts to ensure compliance, including data points such as address, phone number, or authorized individuals
• Collaborate with other areas such as AML, Tax Reporting, and legal to ensure documentation and data received align with firm policies and procedures
• Review and monitor daily reports as related to new and existing foreign accounts
• Address branch inquiries and concerns promptly, demonstrating a commitment to excellent client service

Requirements:

• Prior experience in a wealth management firm