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Elite Client Onboarding Associate - Wealth Management

Role, Inc.

Fiduciary Trust International is seeking a Client Onboarding Associate in New York, NY. This role is essential for delivering exceptional onboarding experiences for new and existing clients. The ideal candidate will engage with clients, manage account opening activities, and ensure compliance and efficiency throughout the process. Qualified candidates should possess at least 3 years of relevant experience, strong relationship management skills, and familiarity with KYC/AML processes. A Bachelor’s degree is required, and proficiency in Microsoft Office is preferred. #J-18808-Ljbffr Role, Inc.

Vacancy posted 3 days ago
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