What are the responsibilities and job description for the Client Onboarding Analyst position at Social Capital Resources?
Financial Firm in Midtown, Manhattan is seeking a Client Onboarding Analyst for a full-time position!
- 2 years of experience in Account On-boarding/Customer Service
- Serve as primary point of contact for new and existing clients
- Familiar with Regulatory requirements related to opening accounts
- Ensure timely and accurate account opening
- KYC, AML, Compliance
- Experience at a self-clearing & introducing broker dealer
- Work Closely with Front Office, Technology & Compliance to ensure proper setup across all relevant systems
- Ability to be a self-starter and work to review and enhance procedures
- Assist with internal and external reviews and audits
Salary : $70,000 - $85,000