Wealth Management Onboarding Analyst

Roles & Responsibilities

Key Responsibilities :

• Oversee the onboarding process for new wealth management clients, ensuring all documentation is completed accurately and in a timely manner.
• Conduct thorough due diligence and KYC (Know Your Customer) checks to comply with regulatory and internal policies.
• Collaborate with internal stakeholders, including Relationship Managers, Compliance, and Operations teams, to facilitate smooth client onboarding.
• Monitor and track onboarding progress, promptly addressing any issues or delays.
• Ensure data integrity by accurately inputting and maintaining client information in relevant systems.
• Assist in the continuous improvement of onboarding processes by identifying inefficiencies and proposing solutions.
• Stay up to date with industry regulations and company policies to ensure compliance.
• Provide high-quality support to clients by addressing queries related to the onboarding process.

Qualifications and Skills :

Tell employers what skills you have

Wealth Management

Microsoft Office

Due Diligence

HTML

PRINCE2

Customer Success

Attention to Detail

AML

Business Analyst

Regulatory Requirements

KYC

Direct Marketing

Financial Services

Marketing Analytics