Join a leading team as a Data Entry Operations Associate within Wealth Management. Leverage your analytical skills and attention to detail to ensure client onboarding accuracy and adherence to regulatory standards.
This Associate role focuses on processing and verifying client data to enhance operational efficiency and compliance within the Wealth Management Operations team. With a strong requirement for detail, you will address operational gaps, manage risks, and propose process improvements. Essential skills include effective communication and a comprehensive understanding of KYC/AML regulations, crucial in maintaining high standards in client account management.
Key Responsibilities:
• Provide support for data processing in Operations department
• Review and verify data accurately for client documentation
• Liaise with team for customer service and issue resolution
• Maintain departmental documentation and ensure its accuracy
• Perform additional duties as assig...