What are the responsibilities and job description for the Senior New Account Onboarding - Wealth Management position at Ascendo Resources?
We are currently on the search for someone who carries experience with onboarding new accounts and conducting all operations related. This person will sit in a wealth management environment conducting back office operations.
Responsibilities :
- Facilitates the onboarding process for international clients, including individuals, complex corporate structures, and institutional investors, following established procedures.
- Assists branch support and recruits in opening new accounts, ensuring all required documentation complies with jurisdictional legal opinions, which may involve detailed client and account reviews.
- Maintains compliance by updating information on existing international accounts, including changes to addresses, phone numbers, and authorized individuals.
- Coordinates with departments such as AML, Tax Reporting, and Legal to ensure documentation and data align with firm policies and procedures.
- Provides informal guidance and training to support team members as needed.
- Reviews and tracks daily reports related to new and existing international accounts.
- Handles sensitive information with discretion, making informed decisions and offering solutions to complex situations.
- Oversees and promptly resolves branch inquiries and concerns, ensuring a high level of client service.
Qualifications :
