Asset & Wealth Management - Client Onboarding - Analyst

Are you interested in the opportunity to establish great relationships with new clients? Join our team!

As a Client Onboarding Analyst in Asset and Wealth Management you will be part of the team responsible for setting the tone of our client relationships by ensuring their accounts, products, and services are available quickly and seamlessly. You will learn the account and product setup process from end-to-end, including collecting and vetting client information and eligibility for products and opening accounts for use. You will work closely with our front office banking and operations teams to capture client preferences and configure products. This hands‑on learning opportunity will expand your knowledge and understanding of the Asset and Wealth Management client segment and product offering.

Job responsibilities

• Identify and prefill account opening documentation for distribution to clients for review and execution.
• Review and interpret ...