Job Description
Client Onboarding Analyst
Job Description
The Operations Onboarding Analyst is responsible for facilitating all aspects of the account opening and funding process for new and existing clients across both private client and institutional business lines. This role manages client onboarding workflows, coordinates with internal teams and external custodians, and supports ongoing account maintenance while ensuring adherence to firm policies, service level agreements, and regulatory standards. The analyst plays a key role in enhancing operational efficiency, supporting proxy voting operations, and contributing to value-add projects that improve the overall client experience and operating environment.
Responsibilities
+ Support and facilitate all aspects of the account opening and funding process for clients in both Institutional and Private Client businesses.
+ Communicate promptly with internal Client Service and Relationship teams to obtain required KYC documenta...
Job Description
The Operations Onboarding Analyst is responsible for facilitating all aspects of the account opening and funding process for new and existing clients across both private client and institutional business lines. This role manages client onboarding workflows, coordinates with internal teams and external custodians, and supports ongoing account maintenance while ensuring adherence to firm policies, service level agreements, and regulatory standards. The analyst plays a key role in enhancing operational efficiency, supporting proxy voting operations, and contributing to value-add projects that improve the overall client experience and operating environment.
Responsibilities
+ Support and facilitate all aspects of the account opening and funding process for clients in both Institutional and Private Client businesses.
+ Communicate promptly with internal Client Service and Relationship teams to obtain required KYC documenta...