Client Onboarding & Regulatory Data Ops Associate
Socket.dev
Morgan Stanley is seeking an Associate for the CORDS team to support onboarding, regulatory data services, and vendor oversight across client lifecycles. The role emphasizes process control, risk awareness, and timely execution in a fast-paced environment. As part of the Operations division, you will interact with multiple business units and drive improvements while upholding firm values and a client-first mindset. #J-18808-Ljbffr Socket.dev
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding & Regulatory Data Ops Associate in Annapolis, MD vacancy
$51k - $82.5k
We're seeking someone to join our team as an Associate in the Client Onboarding and Regulatory Data Services (CORDS) team to to support control functions, oversee vendor activities, coordinate post-account opening setups, and manage client information throughout the client...RegulatoryTemporary workLocal area- JCW Group in Maryland seeks a Client Service Associate to support its advisory team. This client-facing role handles account service requests, onboarding, and regulatory compliance to ensure smooth day-to-day service delivery. You will liaise with custodians, maintain CRM...Regulatory
$30 - $35 per hour
...Description Job Description Client Operations & Administrative... ...Regularly audit client data for missing, outdated, duplicate... ...data · Support client onboarding and ongoing service by... ...quarterly client mailings, annual regulatory offer letters, tax-return mailings...RegulatoryHourly payFull timePart timeWork at officeRemote work2 days per weekCurio Wealth, LLC
Annapolis, MD2 days ago- ...needs, presenting banking solutions, and onboarding new customers through proactive outreach. You will handle sales activities, client follow-up, and appointment scheduling while maintaining strong risk controls and regulatory compliance. The position emphasizes exceptional...Regulatory
- ...seeking a seasoned corporate trust professional to manage CLOs and leverage finance facilities, while ensuring regulatory compliance and delivering exceptional client service. The role involves day-to-day operations, reporting, and independent deal management within a...Regulatory
- Inroads is seeking a Senior Associate, Analytics to join our Data Science and Analytics team. You will work with analysts, data scientists... ...for cross-functional stakeholders while aligning with regulatory frameworks and client priorities. #J-18808-Ljbffr InroadsRegulatoryContract work
- Manage client relationships and ensure excellent client service and delivery for a book of... ..., map, and reconcile periodic collateral data Compile monthly, quarterly, and annual... ...Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules...Regulatory
- ...Mortgage Loan Officer to originate residential loans and guide clients through the home buying or refinancing process. You will work... ...a team to market loan products while ensuring compliance with regulatory guidelines. The role requires NMLS MLO licensing, knowledge of...Regulatory
- Western Alliance Bank seeks a Client Services Analyst III to manage client relationships and deliver superior service for CLOs and Leverage... ...rating agencies. The role requires 5+ years in banking, strong regulatory knowledge, and proficiency in TranStar. #J-18808-Ljbffr...RegulatoryRemote job
- ...Annapolis, MD is seeking a customer-focused Bank Teller to engage clients in the lobby, process cash transactions, and educate customers... ...strong communication, a proactive mindset, and adherence to regulatory guidelines. #J-18808-Ljbffr United States Digital Space LLCRegulatory
- Western Alliance Bancorporation seeks a Client Services Analyst III to manage a book of trust clients and deliver high-quality reporting... .... The role requires 5+ years in banking/trust services, strong regulatory knowledge, and excellent written and verbal communication. #J-...RegulatoryRemote job
- ...senior professional to manage significant client relationships within Corporate Trust.... ...day client delivery with client service associates. You will review and accept new client relationships... ...service aligned to client needs and regulatory requirements. #J-18808-Ljbffr JobtailorRegulatory
- ...leadership and cross-functional partners to ensure accurate, timely, and compliant payroll processing. You will oversee a high-volume payroll operation, drive system optimizations, and maintain strong controls and regulatory compliance. #J-18808-Ljbffr Mariner FinanceRegulatory
$95k - $125k
## Senior Client Relationship Manager, Employee Benefits - Potential... ...current on federal and state regulatory requirements, provide clients... ...* Ability to analyze claims data for large fully-insured and... ...Your Day Policy* Comprehensive Onboarding and Continuing Education**...RegulatoryInternshipWork at officeLocal areaFlexible hours- responsible for managing significant client relationships and ensuring excellent client... ...those clients done with the client service associates assigned to your deals review and... ...services Advanced knowledge of applicable regulatory and legal compliance obligations, rules...Regulatory
- M.C. Dean is seeking an Operations Process & Data Analyst for the Security and Electronic Systems unit. The role emphasizes data-driven... ...and training development across federal, local, and commercial clients. The position requires a strong background in analytics, DoD...Local area
- Our client is seeking an Associate Attorney to join their established Estates & Trusts... ...for computer use, data analysis, and extended reading... ...and applicable legal and regulatory requirements. To support these... ...be provided during the onboarding process or prior to assignment...RegulatoryHourly payLocal areaRemote work
- ...services firms, and commercial clients. We don’t just advise; we get... ...administration, andemployee onboarding/offboarding. Maintain a 13-... ...to ownrecurring compliance or regulatory obligations with hard... ...detail,especially in financial data and compliance documentation....RegulatoryContract workWork at officeRemote work
$39.92 - $49.32 per hour
Client Service Analyst 3 Location: Maryland - Remote What You’ll Do As a Trust Associate III you’ll be responsible for working on client relationships... ...periodic collateral data. Compile monthly, quarterly... ...knowledge of applicable regulatory and legal compliance obligations...RegulatoryHourly payRemote work$78.8k - $131.3k
...a small portfolio of our most important clients, guiding them as they adopt, scale, and... ...accelerates their broader strategy Lead onboarding, adoption, and expansion efforts... ...LexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics...RegulatoryFull timeTemporary workLocal areaImmediate startFlexible hoursRELX
Annapolis, MD4 days ago$110k - $160k
...executing work along with internal and client teams. Experience with the tech sector and data infrastructure is preferred but... ...with which a client account is associated for the benefit of offering best... ..., and analyzing policy, regulatory, political, and media landscapes...RegulatoryWork at officeLocal areaFlexible hours$180k - $220k
...legal advice and transactional capability to clients around the globe. The Client Development... ...business initiatives. The team leverages data, insights, and creative problem solving... ...’s key Litigation, Investigations, and Regulatory practices. A senior member of the CDE team...RegulatoryFlexible hours- ...Hotel in Maryland seeks a Surveillance Shift Manager to lead a surveillance team, oversee CCTV and alarm operations, and ensure regulatory and internal control standards are upheld around the clock. The role focuses on vigilant monitoring, decisive action, and strong...RegulatoryShift work
- Jobtailor in the United States, Maryland is seeking a Regulatory Compliance Supervisor to oversee registered employee activities, supervise... ...collaboration with partners to ensure proactive compliance, client service, and ongoing process improvements. This position requires...Regulatory
- ...onsite with strong emphasis on accuracy and timely processing. You will perform independent research, reconcile databases, and maintain Property Tax systems while delivering reliable client service and contributing to the firm’s revenue and growth. #J-18808-Ljbffr Ryan LLC
- Jobtailor is seeking an experienced regulatory attorney in Maryland to provide strategic legal guidance on complex regulatory issues. The... ...involves handling proceedings before commissions, advising clients, and negotiating contracts. The candidate should have a JD, at...Regulatory
- Vialto Law in the United States is seeking an Immigration Attorney to advise corporate clients, develop immigration strategies, and ensure regulatory compliance across business operations. You will collaborate with U.S. attorneys and analysts in a fast-paced, high-volume...RegulatoryRemote job
- ...collection techniques to penetrate networks and analyze open-source data for target continuity. You will determine how targets... ...efforts, oversee a team of analysts, advise on data privacy and regulatory compliance, and provide technical guidance to security and IT...Regulatory
- ...Senior Compliance Officer to oversee day-to-day compliance operations, maintain policies, and manage regulatory risk for an investment management firm serving HNW clients. The role requires deep regulatory knowledge of RIAs and private funds, including SEC, CFTC/NFA...Regulatory
- ...enabled risk assessments and deliver actionable insights for our clients. You will own assessment methodology, testing, validation, and... ...analysis across geopolitical, economic, financial, and regulatory dimensions. Collaborating with analysts and platform teams, you...Regulatory
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding & Regulatory Data Ops Associate. Be the first to apply!
Related searches
- regulatory affairs specialist Annapolis, MD
- medicare compliance specialist Annapolis, MD
- regulatory compliance analyst Annapolis, MD
- compliance specialist Annapolis, MD
- aml compliance analyst Annapolis, MD
- regulatory officer Annapolis, MD
- healthcare compliance officer Annapolis, MD
- regulatory analyst Annapolis, MD
- regulatory specialist Annapolis, MD
- compliance associate Annapolis, MD